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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 | $63,503 | $89,652-29.2% | $141,197-55.0% | $65,186-2.6% |
| Participation rate | 98.1% | 74.7%+23.4pp | 82.5%+15.7pp | 70.2%+27.9pp |
| Annual return | 9.90% | 32.79%-22.9pp | 71.41%-61.5pp | 29.39%-19.5pp |
| Employer contribution / active EE | $6,670 | $3,065+117.6% | $4,736+40.8% | $2,177+206.4% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $264 | $569-53.5% | $10,265-97.4% | $847-68.8% |