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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 | $136,588 | $91,474+49.3% | $135,982+0.4% | $71,529+91.0% |
| Participation rate | 96.6% | 75.7%+21.0pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 16.06% | 29.89%-13.8pp | 68.32%-52.3pp | 28.97%-12.9pp |
| Employer contribution / active EE | $10,242 | $3,705+176.4% | $4,859+110.8% | $2,590+295.5% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $24 | $1,267-98.1% | $10,767-99.8% | $1,588-98.5% |