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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 | $129,448 | $81,494+58.8% | $133,978-3.4% | $73,497+76.1% |
| Participation rate | 96.6% | 76.4%+20.2pp | 79.8%+16.8pp | 70.7%+25.9pp |
| Annual return | 10.56% | 19.40%-8.8pp | 45.10%-34.5pp | 28.51%-18.0pp |
| Employer contribution / active EE | $3,951 | $2,210+78.8% | $3,919+0.8% | $2,270+74.0% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |