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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 | $239,095 | $81,403+193.7% | $147,027+62.6% | $87,485+173.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.85% | 16.51%-5.7pp | 20.23%-9.4pp | 26.06%-15.2pp |
| Employer contribution / active EE | $8,298 | $2,205+276.3% | $3,626+128.9% | $2,596+219.6% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $6,755-100.0% | $12,223-100.0% | $7,775-100.0% |