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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 | $116,247 | $91,760+26.7% | $156,181-25.6% | $67,986+71.0% |
| Participation rate | 90.1% | 65.0%+25.1pp | 78.8%+11.3pp | 57.2%+32.9pp |
| Annual return | 9.40% | 18.14%-8.7pp | 64.87%-55.5pp | 31.67%-22.3pp |
| Employer contribution / active EE | $6,574 | $2,419+171.7% | $4,294+53.1% | $2,019+225.7% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $253 | $3,949-93.6% | $14,586-98.3% | $3,203-92.1% |