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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 | $100,282 | $89,465+12.1% | $164,866-39.2% | $77,671+29.1% |
| Participation rate | 96.6% | 78.6%+18.0pp | 78.6%+18.0pp | 70.6%+26.0pp |
| Annual return | 9.38% | 28.81%-19.4pp | 69.97%-60.6pp | 31.21%-21.8pp |
| Employer contribution / active EE | $3,336 | $2,568+29.9% | $4,343-23.2% | $2,726+22.4% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,033-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,689-100.0% | $430-100.0% |