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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 | $102,885 | $63,114+63.0% | $92,903+10.7% | $65,185+57.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 7.39% | 28.75%-21.4pp | 109.43%-102.0pp | 29.38%-22.0pp |
| Employer contribution / active EE | $8,113 | $2,571+215.6% | $3,653+122.1% | $2,177+272.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,795-100.0% | $847-100.0% |