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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 | $112,750+3.0% | $103,464+12.2% | $74,546+55.7% |
| Participation rate | 86.9% | 80.9%+6.0pp | 80.5%+6.4pp | 67.2%+19.7pp |
| Annual return | 8.46% | 23.22%-14.8pp | 23.91%-15.5pp | 1366.03%-1357.6pp |
| Employer contribution / active EE | $11,575 | $4,880+137.2% | $4,677+147.5% | $2,624+341.0% |
| Participant deferral / active EE | $0 | $7,289-100.0% | $6,624-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,702-100.0% | $9,410-100.0% | $1,944-100.0% |