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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 | $86,450 | $76,371+13.2% | $93,621-7.7% | $72,976+18.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 12.41% | 25.82%-13.4pp | 32.76%-20.4pp | 81.02%-68.6pp |
| Employer contribution / active EE | $5,848 | $2,276+157.0% | $2,719+115.1% | $2,440+139.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |