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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 | $121,233 | $65,364+85.5% | $92,909+30.5% | $72,975+66.1% |
| Participation rate | 98.7% | 68.3%+30.4pp | 76.0%+22.7pp | 69.5%+29.2pp |
| Annual return | 6.45% | 42.11%-35.7pp | 109.44%-103.0pp | 81.01%-74.6pp |
| Employer contribution / active EE | $13,123 | $2,594+405.8% | $3,653+259.2% | $2,440+437.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |