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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 | $97,252 | $86,332+12.6% | $125,180-22.3% | $65,185+49.2% |
| Participation rate | 98.1% | 75.3%+22.8pp | 79.8%+18.3pp | 70.2%+27.9pp |
| Annual return | 16.67% | 27.43%-10.8pp | 43.79%-27.1pp | 29.38%-12.7pp |
| Employer contribution / active EE | $4,462 | $2,040+118.8% | $3,866+15.4% | $2,177+105.0% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $609-99.6% | $9,703-100.0% | $847-99.7% |