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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 | $92,121+79.4% | $105,591+56.5% | $77,692+112.7% |
| Participation rate | 99.6% | 81.0%+18.6pp | 75.3%+24.3pp | 70.6%+29.0pp |
| Annual return | 10.72% | 17.84%-7.1pp | 116.43%-105.7pp | 31.25%-20.5pp |
| Employer contribution / active EE | $3,267 | $3,370-3.1% | $3,166+3.2% | $2,726+19.8% |
| Participant deferral / active EE | $0 | $5,388-100.0% | $5,008-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,024-100.0% | $431-100.0% |