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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 | $190,955 | $45,900+316.0% | $94,057+103.0% | $64,340+196.8% |
| Participation rate | 92.5% | 50.6%+41.9pp | 73.3%+19.1pp | 55.2%+37.2pp |
| Annual return | 9.35% | 50.47%-41.1pp | 480.62%-471.3pp | 24.14%-14.8pp |
| Employer contribution / active EE | $4,325 | $1,612+168.3% | $2,933+47.5% | $1,862+132.3% |
| Participant deferral / active EE | $4,874 | $2,102+131.9% | $4,709+3.5% | $2,980+63.6% |
| Admin fee / account holder | $22 | $3,143-99.3% | $7,244-99.7% | $3,703-99.4% |