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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 | $132,359 | $54,729+141.8% | $86,235+53.5% | $71,529+85.0% |
| Participation rate | 96.8% | 60.1%+36.7pp | 69.0%+27.8pp | 67.9%+28.9pp |
| Annual return | 7.15% | 20.07%-12.9pp | 1170.03%-1162.9pp | 28.97%-21.8pp |
| Employer contribution / active EE | $15,047 | $1,267+1087.5% | $2,381+531.9% | $2,590+481.0% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,987-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,921-100.0% | $6,856-100.0% | $1,588-100.0% |