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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 | $153,200 | $89,067+72.0% | $102,423+49.6% | $77,714+97.1% |
| Participation rate | 90.7% | 80.9%+9.8pp | 76.5%+14.2pp | 70.6%+20.1pp |
| Annual return | 5.62% | 25.01%-19.4pp | 29.42%-23.8pp | 31.26%-25.6pp |
| Employer contribution / active EE | $13,882 | $2,699+414.3% | $3,023+359.2% | $2,727+409.1% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |