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 | $89,123+90.6% | $102,460+65.8% | $77,762+118.5% |
| Participation rate | 81.5% | 80.9%+0.6pp | 76.5%+5.0pp | 70.6%+10.9pp |
| Annual return | 10.67% | 25.05%-14.4pp | 29.47%-18.8pp | 31.27%-20.6pp |
| Employer contribution / active EE | $8,382 | $2,700+210.5% | $3,025+177.1% | $2,728+207.3% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |