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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 | $161,847 | $99,201+63.2% | $96,544+67.6% | $74,473+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 | 25.88%-13.6pp | 34.36%-22.0pp |
| Employer contribution / active EE | $7,146 | $2,570+178.0% | $2,966+140.9% | $2,638+170.9% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,254-100.0% | $347-100.0% |