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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 | $89,468 | $48,314+85.2% | $67,561+32.4% | $80,925+10.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.57% | 18.28%-7.7pp | 3525.44%-3514.9pp | 35.65%-25.1pp |
| Employer contribution / active EE | $2,274 | $2,022+12.5% | $2,735-16.8% | $2,756-17.5% |
| Participant deferral / active EE | $5,577 | $2,927+90.6% | $4,003+39.3% | $4,299+29.7% |
| Admin fee / account holder | $158 | $3,690-95.7% | $4,006-96.0% | $6,940-97.7% |