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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 | $122,869 | $83,369+47.4% | $105,223+16.8% | $67,986+80.7% |
| Participation rate | 98.8% | 56.3%+42.5pp | 75.0%+23.7pp | 57.2%+41.5pp |
| Annual return | 11.46% | 24.64%-13.2pp | 180.65%-169.2pp | 31.67%-20.2pp |
| Employer contribution / active EE | $2,974 | $2,541+17.0% | $3,689-19.4% | $2,019+47.3% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $5 | $4,073-99.9% | $8,859-99.9% | $3,203-99.9% |