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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 | $202,655 | $93,010+117.9% | $96,515+110.0% | $74,460+172.2% |
| Participation rate | 99.4% | 71.6%+27.9pp | 74.3%+25.1pp | 70.7%+28.7pp |
| Annual return | 11.69% | 37.50%-25.8pp | 35.73%-24.0pp | 34.38%-22.7pp |
| Employer contribution / active EE | $7,629 | $3,427+122.6% | $3,740+104.0% | $2,638+189.2% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,735-100.0% | $348-100.0% |