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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 | $146,273 | $99,168+47.5% | $96,534+51.5% | $74,460+96.4% |
| Participation rate | 89.4% | 80.7%+8.8pp | 76.0%+13.5pp | 70.7%+18.7pp |
| Annual return | 4.01% | 22.40%-18.4pp | 25.88%-21.9pp | 34.38%-30.4pp |
| Employer contribution / active EE | $9,187 | $2,570+257.5% | $2,965+209.8% | $2,638+248.2% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,253-100.0% | $348-100.0% |