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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 | $95,431 | $72,273+32.0% | $101,275-5.8% | $79,856+19.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.89% | 22.30%-12.4pp | 46.48%-36.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $8,546 | $2,691+217.6% | $3,660+133.5% | $2,471+245.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4 | $4,401-99.9% | $5,948-99.9% | $5,306-99.9% |