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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 | $45,343+62.2% | $150,298-51.1% | $67,986+8.2% |
| Participation rate | 95.0% | 51.9%+43.1pp | 77.8%+17.2pp | 57.2%+37.8pp |
| Annual return | 9.60% | 33.28%-23.7pp | 62.79%-53.2pp | 31.67%-22.1pp |
| Employer contribution / active EE | $5,758 | $1,462+293.9% | $4,154+38.6% | $2,019+185.2% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $26 | $2,250-98.8% | $14,116-99.8% | $3,203-99.2% |