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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 | $109,475 | $109,359+0.1% | $162,185-32.5% | $72,976+50.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 14.15% | 25.46%-11.3pp | 115.61%-101.5pp | 81.02%-66.9pp |
| Employer contribution / active EE | $3,195 | $3,907-18.2% | $5,613-43.1% | $2,440+30.9% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,844-100.0% | $5,124-100.0% |