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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 | $165,223 | $92,186+79.2% | $105,624+56.4% | $77,762+112.5% |
| Participation rate | 99.6% | 81.0%+18.5pp | 75.3%+24.3pp | 70.6%+29.0pp |
| Annual return | 10.72% | 17.83%-7.1pp | 116.20%-105.5pp | 31.27%-20.6pp |
| Employer contribution / active EE | $3,267 | $3,376-3.2% | $3,168+3.1% | $2,728+19.8% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $10,961-100.0% | $433-100.0% |