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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 | $74,818 | $86,225-13.2% | $146,643-49.0% | $86,821-13.8% |
| Participation rate | 98.9% | 78.0%+20.9pp | 80.1%+18.9pp | 72.3%+26.6pp |
| Annual return | 9.82% | 31.23%-21.4pp | 22.75%-12.9pp | 97.94%-88.1pp |
| Employer contribution / active EE | $9,498 | $2,392+297.1% | $4,137+129.6% | $2,406+294.8% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,280-100.0% | $170-100.0% |