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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 | $69,155 | $65,428+5.7% | $169,397-59.2% | $71,529-3.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | 15.01% | 21.35%-6.3pp | 406.23%-391.2pp | 28.97%-14.0pp |
| Employer contribution / active EE | $3,414 | $2,064+65.4% | $4,013-14.9% | $2,590+31.8% |
| Participant deferral / active EE | $6,765 | $4,360+55.2% | $6,223+8.7% | $4,291+57.6% |
| Admin fee / account holder | $244 | $1,328-81.6% | $9,017-97.3% | $1,588-84.6% |