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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 | $70,011 | $53,165+31.7% | $86,235-18.8% | $74,473-6.0% |
| Participation rate | 99.7% | 64.9%+34.9pp | 69.0%+30.8pp | 70.7%+29.0pp |
| Annual return | 12.23% | 22.64%-10.4pp | 1170.03%-1157.8pp | 34.36%-22.1pp |
| Employer contribution / active EE | $2,017 | $1,210+66.7% | $2,381-15.3% | $2,638-23.6% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,987-100.0% | $4,530-100.0% |
| Admin fee / account holder | $13 | $551-97.7% | $6,856-99.8% | $347-96.4% |