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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 | $76,503 | $43,411+76.2% | $94,993-19.5% | $69,631+9.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 73.9%+26.1pp | 70.7%+29.3pp |
| Annual return | 9.72% | 22.54%-12.8pp | 27.14%-17.4pp | 27571.02%-27561.3pp |
| Employer contribution / active EE | $3,300 | $1,202+174.5% | $2,603+26.7% | $2,032+62.4% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,317-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $87-99.7% | $4,960-100.0% | $110-99.8% |