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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 | $97,642 | $46,534+109.8% | $64,097+52.3% | $75,177+29.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.73% | 26.07%-15.3pp | 33.75%-23.0pp | 160.75%-150.0pp |
| Employer contribution / active EE | $3,794 | $1,976+92.0% | $2,750+38.0% | $2,671+42.0% |
| Participant deferral / active EE | $3,716 | $2,835+31.1% | $3,881-4.3% | $4,126-9.9% |
| Admin fee / account holder | $145 | $2,957-95.1% | $3,070-95.3% | $5,651-97.4% |