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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 | $95,188 | $86,298+10.3% | $111,308-14.5% | $85,847+10.9% |
| Participation rate | 98.9% | 73.3%+25.6pp | 77.3%+21.6pp | 69.3%+29.6pp |
| Annual return | 6.20% | 19.99%-13.8pp | 54.67%-48.5pp | 318.61%-312.4pp |
| Employer contribution / active EE | $6,309 | $2,044+208.7% | $2,732+131.0% | $2,565+145.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,965-100.0% | $6,261-100.0% |