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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 | $77,261 | $63,703+21.3% | $93,063-17.0% | $82,448-6.3% |
| Participation rate | 94.7% | 63.8%+30.9pp | 72.1%+22.6pp | 68.1%+26.7pp |
| Annual return | 13.10% | -775.43%+788.5pp | 34.15%-21.1pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,680 | $1,729-2.8% | $2,476-32.2% | $2,551-34.1% |
| Participant deferral / active EE | $2,257 | $2,919-22.7% | $3,958-43.0% | $4,139-45.5% |
| Admin fee / account holder | $30 | $5,982-99.5% | $6,033-99.5% | $7,234-99.6% |