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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 | $203,257 | $49,138+313.6% | $84,023+141.9% | $65,186+211.8% |
| Participation rate | 99.2% | 60.7%+38.4pp | 69.0%+30.2pp | 70.2%+29.0pp |
| Annual return | 14.98% | 23.00%-8.0pp | 71.32%-56.3pp | 29.39%-14.4pp |
| Employer contribution / active EE | $15,325 | $914+1577.2% | $1,984+672.5% | $2,177+604.0% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |