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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 | $107,278 | $65,378+64.1% | $87,103+23.2% | $65,186+64.6% |
| Participation rate | 76.6% | 75.3%+1.2pp | 76.9%-0.3pp | 70.2%+6.4pp |
| Annual return | 1.05% | 31.28%-30.2pp | 28.19%-27.1pp | 29.39%-28.3pp |
| Employer contribution / active EE | $9,878 | $1,823+442.0% | $2,521+291.8% | $2,177+353.8% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |