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 | $192,047 | $52,090+268.7% | $95,763+100.5% | $80,187+139.5% |
| Participation rate | 99.6% | 67.0%+32.6pp | 72.3%+27.3pp | 72.9%+26.6pp |
| Annual return | 15.64% | 23.29%-7.7pp | 28.43%-12.8pp | 40.40%-24.8pp |
| Employer contribution / active EE | $7,298 | $1,548+371.3% | $2,836+157.3% | $2,980+144.9% |
| Participant deferral / active EE | $0 | $3,266-100.0% | $4,244-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $96-100.0% | $5,669-100.0% | $145-100.0% |