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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 | $117,788 | $89,652+31.4% | $141,197-16.6% | $65,186+80.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 10.44% | 32.79%-22.4pp | 71.41%-61.0pp | 29.39%-18.9pp |
| Employer contribution / active EE | $1,029 | $3,065-66.4% | $4,736-78.3% | $2,177-52.7% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $25 | $569-95.6% | $10,265-99.8% | $847-97.1% |