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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 | $57,773 | $93,617-38.3% | $135,982-57.5% | $75,177-23.2% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 67.2%+31.7pp |
| Annual return | 14.15% | 30.89%-16.7pp | 68.32%-54.2pp | 160.75%-146.6pp |
| Employer contribution / active EE | $6,526 | $3,538+84.4% | $4,859+34.3% | $2,671+144.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |