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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 | $144,244 | $59,535+142.3% | $90,161+60.0% | $62,293+131.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.85% | 23.53%-11.7pp | 34.89%-23.0pp | 28.90%-17.0pp |
| Employer contribution / active EE | $3,021 | $1,826+65.5% | $3,318-9.0% | $2,042+47.9% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $5,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |