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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 | $73,534 | $43,496+69.1% | $161,489-54.5% | $64,340+14.3% |
| Participation rate | 95.0% | 53.5%+41.4pp | 78.7%+16.3pp | 55.2%+39.7pp |
| Annual return | 9.60% | 20.76%-11.2pp | 89.72%-80.1pp | 24.14%-14.5pp |
| Employer contribution / active EE | $5,758 | $1,431+302.4% | $4,268+34.9% | $1,862+209.3% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $26 | $2,330-98.9% | $16,006-99.8% | $3,703-99.3% |