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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 | $155,816 | $76,696+103.2% | $96,538+61.4% | $71,529+117.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 6.83% | 48.32%-41.5pp | 35.74%-28.9pp | 28.97%-22.1pp |
| Employer contribution / active EE | $9,021 | $3,032+197.6% | $3,740+141.2% | $2,590+248.3% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $2 | $2,030-99.9% | $6,737-100.0% | $1,588-99.9% |