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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 | $77,272 | $77,908-0.8% | $149,696-48.4% | $75,173+2.8% |
| Participation rate | 96.9% | 65.6%+31.3pp | 78.8%+18.1pp | 67.2%+29.7pp |
| Annual return | 12.33% | 31.73%-19.4pp | 134.46%-122.1pp | 160.72%-148.4pp |
| Employer contribution / active EE | $4,357 | $3,138+38.9% | $4,821-9.6% | $2,671+63.1% |
| Participant deferral / active EE | $4,922 | $3,411+44.3% | $5,682-13.4% | $4,126+19.3% |
| Admin fee / account holder | $20 | $5,950-99.7% | $13,212-99.9% | $5,651-99.7% |