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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 | $121,699 | $45,343+168.4% | $150,298-19.0% | $67,986+79.0% |
| Participation rate | 80.8% | 51.9%+28.9pp | 77.8%+3.0pp | 57.2%+23.5pp |
| Annual return | 11.01% | 33.28%-22.3pp | 62.79%-51.8pp | 31.67%-20.7pp |
| Employer contribution / active EE | $3,528 | $1,462+141.3% | $4,154-15.1% | $2,019+74.7% |
| Participant deferral / active EE | $3,581 | $2,055+74.3% | $5,453-34.3% | $3,358+6.6% |
| Admin fee / account holder | $28 | $2,250-98.7% | $14,116-99.8% | $3,203-99.1% |