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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 | $187,897 | $69,383+170.8% | $101,275+85.5% | $73,497+155.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 10.99% | 18.46%-7.5pp | 46.48%-35.5pp | 28.51%-17.5pp |
| Employer contribution / active EE | $13,109 | $2,628+398.7% | $3,660+258.2% | $2,270+477.4% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $704-99.7% | $5,948-100.0% | $513-99.6% |