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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 | $141,653 | $83,090+70.5% | $130,062+8.9% | $71,529+98.0% |
| Participation rate | 99.2% | 74.1%+25.1pp | 78.5%+20.7pp | 67.9%+31.3pp |
| Annual return | 10.18% | 20.61%-10.4pp | -137.37%+147.5pp | 28.97%-18.8pp |
| Employer contribution / active EE | $8,859 | $2,624+237.7% | $4,322+105.0% | $2,590+242.1% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $243 | $1,727-85.9% | $10,601-97.7% | $1,588-84.7% |