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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 | $108,664 | $64,705+67.9% | $62,929+72.7% | $67,986+59.8% |
| Participation rate | 84.8% | 65.6%+19.2pp | 73.1%+11.7pp | 57.2%+27.6pp |
| Annual return | 9.24% | 20.31%-11.1pp | 1063.93%-1054.7pp | 31.67%-22.4pp |
| Employer contribution / active EE | $872 | $2,376-63.3% | $2,505-65.2% | $2,019-56.8% |
| Participant deferral / active EE | $2,600 | $3,198-18.7% | $3,888-33.1% | $3,358-22.6% |
| Admin fee / account holder | $43 | $1,428-97.0% | $5,065-99.2% | $3,203-98.7% |