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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 | $100,934 | $91,424+10.4% | $135,942-25.8% | $71,495+41.2% |
| Participation rate | 95.2% | 75.7%+19.6pp | 81.9%+13.3pp | 67.9%+27.3pp |
| Annual return | 15.42% | 29.90%-14.5pp | 68.28%-52.9pp | 28.85%-13.4pp |
| Employer contribution / active EE | $4,490 | $3,704+21.2% | $4,858-7.6% | $2,589+73.4% |
| Participant deferral / active EE | $5,123 | $7,092-27.8% | $7,759-34.0% | $4,291+19.4% |
| Admin fee / account holder | $32 | $1,266-97.5% | $10,764-99.7% | $1,588-98.0% |