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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 | $110,207 | $95,417+15.5% | $135,974-18.9% | $74,460+48.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.51% | 32.76%-16.3pp | 68.30%-51.8pp | 34.38%-17.9pp |
| Employer contribution / active EE | $17,122 | $3,878+341.6% | $4,859+252.4% | $2,638+549.0% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |