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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 | $150,283 | $95,383+57.6% | $185,837-19.1% | $85,856+75.0% |
| Participation rate | 89.7% | 68.8%+20.9pp | 81.7%+8.0pp | 69.3%+20.4pp |
| Annual return | 9.01% | 23.59%-14.6pp | 122.08%-113.1pp | 318.58%-309.6pp |
| Employer contribution / active EE | $4,381 | $3,313+32.2% | $5,168-15.2% | $2,565+70.8% |
| Participant deferral / active EE | $4,633 | $3,423+35.3% | $5,568-16.8% | $3,952+17.2% |
| Admin fee / account holder | $32 | $7,213-99.6% | $16,241-99.8% | $6,261-99.5% |