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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 | $100,339 | $53,165+88.7% | $86,216+16.4% | $74,460+34.8% |
| Participation rate | 96.6% | 64.9%+31.7pp | 69.0%+27.6pp | 70.7%+25.8pp |
| Annual return | 10.05% | 22.64%-12.6pp | 1169.42%-1159.4pp | 34.38%-24.3pp |
| Employer contribution / active EE | $2,719 | $1,210+124.7% | $2,382+14.2% | $2,638+3.1% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,986-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,853-100.0% | $348-100.0% |