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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 | $99,762 | $89,465+11.5% | $165,100-39.6% | $77,762+28.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 10.57% | 28.86%-18.3pp | 70.21%-59.6pp | 31.27%-20.7pp |
| Employer contribution / active EE | $3,896 | $2,565+51.9% | $4,348-10.4% | $2,728+42.8% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-99.9% | $12,696-100.0% | $433-99.9% |