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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% | $165,100-39.3% | $77,762+29.0% |
| Participation rate | 96.6% | 78.6%+18.0pp | 78.6%+18.0pp | 70.6%+26.0pp |
| Annual return | 9.38% | 28.86%-19.5pp | 70.21%-60.8pp | 31.27%-21.9pp |
| Employer contribution / active EE | $3,336 | $2,565+30.1% | $4,348-23.3% | $2,728+22.3% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,696-100.0% | $433-100.0% |