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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 | $76,992 | $54,729+40.7% | $86,235-10.7% | $71,529+7.6% |
| Participation rate | 90.4% | 60.1%+30.3pp | 69.0%+21.4pp | 67.9%+22.4pp |
| Annual return | 10.15% | 20.07%-9.9pp | 1170.03%-1159.9pp | 28.97%-18.8pp |
| Employer contribution / active EE | $8,890 | $1,267+601.6% | $2,381+273.4% | $2,590+243.3% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,987-100.0% | $4,291-100.0% |
| Admin fee / account holder | $15 | $1,921-99.2% | $6,856-99.8% | $1,588-99.0% |