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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 | $166,910 | $59,054+182.6% | $97,161+71.8% | $77,692+114.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.7%+27.3pp | 70.6%+29.4pp |
| Annual return | 7.05% | 16.96%-9.9pp | 75.36%-68.3pp | 31.25%-24.2pp |
| Employer contribution / active EE | $4,634 | $1,742+166.0% | $2,723+70.2% | $2,726+70.0% |
| Participant deferral / active EE | $0 | $3,930-100.0% | $4,265-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $346-100.0% | $5,647-100.0% | $431-100.0% |