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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 | $89,435+11.5% | $164,975-39.5% | $77,714+28.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 10.57% | 28.82%-18.2pp | 70.12%-59.5pp | 31.26%-20.7pp |
| Employer contribution / active EE | $3,896 | $2,563+52.0% | $4,343-10.3% | $2,727+42.9% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $340-99.9% | $12,688-100.0% | $433-99.9% |