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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 | $91,732 | $63,114+45.3% | $92,909-1.3% | $65,185+40.7% |
| Participation rate | 98.7% | 68.8%+30.0pp | 76.0%+22.7pp | 70.2%+28.5pp |
| Annual return | 7.80% | 28.75%-21.0pp | 109.44%-101.6pp | 29.38%-21.6pp |
| Employer contribution / active EE | $4,650 | $2,571+80.9% | $3,653+27.3% | $2,177+113.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,795-100.0% | $847-100.0% |