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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 | $148,072 | $110,483+34.0% | $145,433+1.8% | $79,634+85.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 82.1%+17.9pp | 62.5%+37.5pp |
| Annual return | 12.63% | 24.62%-12.0pp | 66.58%-53.9pp | 36.46%-23.8pp |
| Employer contribution / active EE | $13,333 | $4,053+229.0% | $4,554+192.8% | $2,529+427.2% |
| Participant deferral / active EE | $0 | $7,216-100.0% | $7,897-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $680-100.0% | $13,129-100.0% | $1,002-100.0% |