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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 | $120,368 | $121,671-1.1% | $211,142-43.0% | $64,340+87.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 87.3%+12.7pp | 55.2%+44.8pp |
| Annual return | 11.90% | 21.43%-9.5pp | 46.84%-34.9pp | 24.14%-12.2pp |
| Employer contribution / active EE | $5,401 | $4,066+32.8% | $6,442-16.2% | $1,862+190.1% |
| Participant deferral / active EE | $3,858 | $6,049-36.2% | $9,284-58.4% | $2,980+29.4% |
| Admin fee / account holder | $0 | $4,774-100.0% | $19,076-100.0% | $3,703-100.0% |