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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 | $181,510 | $63,114+187.6% | $92,915+95.3% | $65,186+178.4% |
| Participation rate | 99.1% | 68.8%+30.3pp | 76.0%+23.1pp | 70.2%+28.9pp |
| Annual return | 6.84% | 28.75%-21.9pp | 109.45%-102.6pp | 29.39%-22.5pp |
| Employer contribution / active EE | $6,310 | $2,571+145.5% | $3,653+72.7% | $2,177+189.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $624-99.7% | $5,796-100.0% | $847-99.8% |