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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 | $107,095 | $61,356+74.5% | $149,696-28.5% | $71,511+49.8% |
| Participation rate | 96.4% | 62.5%+33.8pp | 78.8%+17.6pp | 67.9%+28.4pp |
| Annual return | 7.96% | 35.86%-27.9pp | 134.46%-126.5pp | 28.86%-20.9pp |
| Employer contribution / active EE | $14,489 | $2,382+508.3% | $4,821+200.5% | $2,589+459.6% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,263-100.0% | $13,212-100.0% | $1,588-100.0% |