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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 | $58,407 | $49,976+16.9% | $66,674-12.4% | $82,637-29.3% |
| Participation rate | 98.7% | 63.1%+35.6pp | 73.7%+25.1pp | 68.1%+30.7pp |
| Annual return | 11.89% | 39.09%-27.2pp | 321.24%-309.3pp | 53.51%-41.6pp |
| Employer contribution / active EE | $2,073 | $1,988+4.3% | $2,620-20.9% | $2,552-18.8% |
| Participant deferral / active EE | $3,206 | $2,847+12.6% | $4,084-21.5% | $4,126-22.3% |
| Admin fee / account holder | $45 | $4,594-99.0% | $5,098-99.1% | $7,339-99.4% |