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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 | $145,320 | $80,731+80.0% | $103,374+40.6% | $74,546+94.9% |
| Participation rate | 86.7% | 65.7%+21.0pp | 74.5%+12.2pp | 67.2%+19.5pp |
| Annual return | 9.81% | 27.56%-17.8pp | 24.89%-15.1pp | 1366.03%-1356.2pp |
| Employer contribution / active EE | $6,648 | $3,158+110.5% | $3,869+71.8% | $2,624+153.3% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $3 | $2,369-99.9% | $8,394-100.0% | $1,944-99.8% |