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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 | $77,547 | $80,992-4.3% | $96,534-19.7% | $75,173+3.2% |
| Participation rate | 89.0% | 71.8%+17.2pp | 76.0%+13.0pp | 67.2%+21.8pp |
| Annual return | 9.16% | 27.05%-17.9pp | 25.88%-16.7pp | 160.72%-151.6pp |
| Employer contribution / active EE | $2,925 | $2,283+28.1% | $2,965-1.4% | $2,671+9.5% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $40 | $6,717-99.4% | $8,253-99.5% | $5,651-99.3% |