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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 | $80,763+79.9% | $102,412+41.9% | $74,459+95.2% |
| Participation rate | 86.7% | 65.7%+21.0pp | 74.5%+12.2pp | 67.2%+19.5pp |
| Annual return | 9.81% | 27.57%-17.8pp | 24.94%-15.1pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $6,648 | $3,160+110.4% | $3,870+71.8% | $2,626+153.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3 | $2,371-99.9% | $8,388-100.0% | $1,945-99.8% |