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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 | $164,166 | $53,165+208.8% | $86,235+90.4% | $74,473+120.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 9.93% | 22.64%-12.7pp | 1170.03%-1160.1pp | 34.36%-24.4pp |
| Employer contribution / active EE | $5,478 | $1,210+352.8% | $2,381+130.1% | $2,638+107.6% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,987-100.0% | $4,530-100.0% |
| Admin fee / account holder | $3 | $551-99.4% | $6,856-100.0% | $347-99.1% |