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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 | $89,054+90.8% | $102,457+65.8% | $77,692+118.7% |
| Participation rate | 81.5% | 80.9%+0.6pp | 76.5%+5.0pp | 70.6%+10.9pp |
| Annual return | 10.67% | 25.02%-14.4pp | 29.41%-18.7pp | 31.25%-20.6pp |
| Employer contribution / active EE | $8,382 | $2,698+210.7% | $3,022+177.4% | $2,726+207.5% |
| Participant deferral / active EE | $0 | $5,146-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,451-100.0% | $431-100.0% |