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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 | $105,587 | $71,534+47.6% | $98,462+7.2% | $71,529+47.6% |
| Participation rate | 93.8% | 72.7%+21.1pp | 75.2%+18.6pp | 67.9%+25.9pp |
| Annual return | 13.41% | 32.44%-19.0pp | 21.17%-7.8pp | 28.97%-15.6pp |
| Employer contribution / active EE | $7,394 | $2,399+208.2% | $3,049+142.5% | $2,590+185.5% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $67 | $1,677-96.0% | $8,875-99.2% | $1,588-95.8% |