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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 | $192,800 | $91,517+110.7% | $101,275+90.4% | $73,412+162.6% |
| Participation rate | 96.5% | 73.8%+22.7pp | 75.8%+20.7pp | 72.2%+24.3pp |
| Annual return | 9.69% | 17.17%-7.5pp | 46.48%-36.8pp | 59.30%-49.6pp |
| Employer contribution / active EE | $14,005 | $2,877+386.8% | $3,660+282.6% | $2,234+527.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $3 | $216-98.7% | $5,948-100.0% | $158-98.3% |