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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 | $116,087 | $112,932+2.8% | $103,065+12.6% | $74,478+55.9% |
| Participation rate | 86.9% | 80.8%+6.1pp | 80.6%+6.3pp | 67.2%+19.7pp |
| Annual return | 8.46% | 23.24%-14.8pp | 23.95%-15.5pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $11,575 | $4,881+137.1% | $4,675+147.6% | $2,626+340.7% |
| Participant deferral / active EE | $0 | $7,279-100.0% | $6,625-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,707-100.0% | $9,349-100.0% | $1,946-100.0% |