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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 | $147,066 | $96,403+52.6% | $93,621+57.1% | $77,775+89.1% |
| Participation rate | 99.4% | 87.6%+11.7pp | 75.8%+23.5pp | 73.2%+26.2pp |
| Annual return | 10.35% | 39.36%-29.0pp | 32.76%-22.4pp | 32.58%-22.2pp |
| Employer contribution / active EE | $9,139 | $3,616+152.8% | $2,719+236.2% | $2,504+265.0% |
| Participant deferral / active EE | $0 | $5,341-100.0% | $4,070-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $90-100.0% | $7,890-100.0% | $100-100.0% |