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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 | $231,731 | $84,936+172.8% | $111,308+108.2% | $79,391+191.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 11.41% | 17.45%-6.0pp | 54.67%-43.3pp | 116.88%-105.5pp |
| Employer contribution / active EE | $8,001 | $1,979+304.3% | $2,732+192.9% | $2,428+229.5% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,965-100.0% | $627-100.0% |