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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 | $65,084+67.0% | $67,681+60.6% | $64,340+68.9% |
| Participation rate | 84.8% | 66.7%+18.0pp | 73.7%+11.0pp | 55.2%+29.5pp |
| Annual return | 9.24% | 20.50%-11.3pp | 590.58%-581.3pp | 24.14%-14.9pp |
| Employer contribution / active EE | $872 | $2,398-63.6% | $2,678-67.4% | $1,862-53.1% |
| Participant deferral / active EE | $2,600 | $3,210-19.0% | $3,976-34.6% | $2,980-12.8% |
| Admin fee / account holder | $43 | $1,415-97.0% | $6,100-99.3% | $3,703-98.8% |