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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 | $221,256 | $77,677+184.8% | $109,188+102.6% | $79,389+178.7% |
| Participation rate | 97.1% | 67.8%+29.3pp | 75.9%+21.2pp | 70.7%+26.3pp |
| Annual return | 10.13% | 23.44%-13.3pp | 25.76%-15.6pp | 116.89%-106.8pp |
| Employer contribution / active EE | $12,605 | $2,798+350.5% | $3,723+238.6% | $2,428+419.2% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |