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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 | $41,016+196.7% | $152,093-20.0% | $64,097+89.9% |
| Participation rate | 80.8% | 51.3%+29.4pp | 77.8%+3.0pp | 55.2%+25.6pp |
| Annual return | 11.01% | 39.60%-28.6pp | 66.36%-55.3pp | 34.64%-23.6pp |
| Employer contribution / active EE | $3,528 | $1,342+162.8% | $4,175-15.5% | $1,891+86.5% |
| Participant deferral / active EE | $3,581 | $1,927+85.8% | $5,451-34.3% | $3,080+16.3% |
| Admin fee / account holder | $28 | $2,305-98.8% | $14,497-99.8% | $3,454-99.2% |