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 | $161,847 | $99,212+63.1% | $96,564+67.6% | $74,478+117.3% |
| Participation rate | 99.2% | 80.7%+18.5pp | 76.0%+23.2pp | 70.7%+28.5pp |
| Annual return | 12.32% | 22.40%-10.1pp | 25.89%-13.6pp | 34.37%-22.0pp |
| Employer contribution / active EE | $7,146 | $2,569+178.1% | $2,967+140.9% | $2,637+171.0% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,852-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,256-100.0% | $347-100.0% |