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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 | $131,341 | $110,483+18.9% | $145,433-9.7% | $79,634+64.9% |
| Participation rate | 98.4% | 71.1%+27.3pp | 82.1%+16.2pp | 62.5%+35.9pp |
| Annual return | 13.60% | 24.62%-11.0pp | 66.58%-53.0pp | 36.46%-22.9pp |
| Employer contribution / active EE | $6,319 | $4,053+55.9% | $4,554+38.7% | $2,529+149.8% |
| Participant deferral / active EE | $0 | $7,216-100.0% | $7,897-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $680-100.0% | $13,129-100.0% | $1,002-100.0% |