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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 | $88,360-12.2% | $145,433-46.6% | $67,986+14.2% |
| Participation rate | 95.6% | 65.5%+30.1pp | 82.1%+13.5pp | 57.2%+38.4pp |
| Annual return | 9.54% | 63.15%-53.6pp | 66.58%-57.0pp | 31.67%-22.1pp |
| Employer contribution / active EE | $6,618 | $3,054+116.7% | $4,554+45.3% | $2,019+227.8% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1 | $3,313-100.0% | $13,129-100.0% | $3,203-100.0% |