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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 | $43,749+68.1% | $158,223-53.5% | $65,306+12.6% |
| Participation rate | 95.0% | 56.9%+38.1pp | 79.2%+15.8pp | 57.7%+37.3pp |
| Annual return | 9.60% | 19.41%-9.8pp | 52.09%-42.5pp | 21.94%-12.3pp |
| Employer contribution / active EE | $5,758 | $1,497+284.5% | $4,109+40.1% | $1,967+192.7% |
| Participant deferral / active EE | $0 | $2,019-100.0% | $5,467-100.0% | $2,959-100.0% |
| Admin fee / account holder | $26 | $1,930-98.7% | $16,047-99.8% | $3,480-99.3% |