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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 | $169,881 | $89,067+90.7% | $102,423+65.9% | $77,714+118.6% |
| Participation rate | 81.5% | 80.9%+0.6pp | 76.5%+5.0pp | 70.6%+10.9pp |
| Annual return | 10.67% | 25.01%-14.3pp | 29.42%-18.8pp | 31.26%-20.6pp |
| Employer contribution / active EE | $8,382 | $2,699+210.5% | $3,023+177.3% | $2,727+207.4% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |