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 | $88,588 | $69,305+27.8% | $82,312+7.6% | $69,634+27.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 13.77% | 21.47%-7.7pp | 25.88%-12.1pp | 27572.26%-27558.5pp |
| Employer contribution / active EE | $3,899 | $1,887+106.7% | $2,428+60.5% | $2,032+91.8% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |