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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 | $118,638 | $103,975+14.1% | $93,063+27.5% | $103,975+14.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 72.1%+27.9pp | 72.5%+27.5pp |
| Annual return | 7.81% | 19.41%-11.6pp | 34.15%-26.3pp | 19.41%-11.6pp |
| Employer contribution / active EE | $3,740 | $3,722+0.5% | $2,476+51.0% | $3,722+0.5% |
| Participant deferral / active EE | $0 | $5,343-100.0% | $3,958-100.0% | $5,343-100.0% |
| Admin fee / account holder | $0 | $332-100.0% | $6,033-100.0% | $332-100.0% |