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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 | $77,619 | $75,058+3.4% | $152,301-49.0% | $64,340+20.6% |
| Participation rate | 95.6% | 60.9%+34.7pp | 82.4%+13.1pp | 55.2%+40.3pp |
| Annual return | 9.54% | 29.93%-20.4pp | 80.50%-71.0pp | 24.14%-14.6pp |
| Employer contribution / active EE | $6,618 | $2,605+154.1% | $4,624+43.1% | $1,862+255.5% |
| Participant deferral / active EE | $0 | $5,041-100.0% | $8,004-100.0% | $2,980-100.0% |
| Admin fee / account holder | $1 | $4,050-100.0% | $14,398-100.0% | $3,703-100.0% |