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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 | $98,294 | $80,731+21.8% | $103,374-4.9% | $74,546+31.9% |
| Participation rate | 99.3% | 65.7%+33.6pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 8.12% | 27.56%-19.4pp | 24.89%-16.8pp | 1366.03%-1357.9pp |
| Employer contribution / active EE | $7,439 | $3,158+135.6% | $3,869+92.3% | $2,624+183.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |