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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 | $162,686 | $95,417+70.5% | $135,974+19.6% | $74,460+118.5% |
| Participation rate | 99.7% | 78.2%+21.4pp | 81.9%+17.7pp | 70.7%+28.9pp |
| Annual return | 11.61% | 32.76%-21.2pp | 68.30%-56.7pp | 34.38%-22.8pp |
| Employer contribution / active EE | $5,175 | $3,878+33.5% | $4,859+6.5% | $2,638+96.2% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |