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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 | $116,366 | $89,652+29.8% | $141,197-17.6% | $65,186+78.5% |
| Participation rate | 99.1% | 74.7%+24.3pp | 82.5%+16.6pp | 70.2%+28.9pp |
| Annual return | 5.82% | 32.79%-27.0pp | 71.41%-65.6pp | 29.39%-23.6pp |
| Employer contribution / active EE | $5,742 | $3,065+87.4% | $4,736+21.2% | $2,177+163.8% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |