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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 | $86,745 | $64,010+35.5% | $108,359-19.9% | $64,340+34.8% |
| Participation rate | 93.9% | 49.4%+44.5pp | 70.1%+23.7pp | 55.2%+38.6pp |
| Annual return | 4.81% | 19.74%-14.9pp | 36.89%-32.1pp | 24.14%-19.3pp |
| Employer contribution / active EE | $1,205 | $1,029+17.2% | $2,399-49.8% | $1,862-35.2% |
| Participant deferral / active EE | $2,858 | $2,395+19.3% | $4,137-30.9% | $2,980-4.1% |
| Admin fee / account holder | $0 | $4,885-100.0% | $9,741-100.0% | $3,703-100.0% |