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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,272 | $136,307-27.2% | $177,848-44.2% | $73,497+35.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 11.53% | 18.68%-7.1pp | 48.33%-36.8pp | 28.51%-17.0pp |
| Employer contribution / active EE | $6,497 | $3,712+75.0% | $5,919+9.8% | $2,270+186.2% |
| Participant deferral / active EE | $9,251 | $5,829+58.7% | $7,714+19.9% | $3,740+147.4% |
| Admin fee / account holder | $0 | $596-100.0% | $12,431-100.0% | $513-100.0% |