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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 | $129,445 | $95,438+35.6% | $135,982-4.8% | $74,473+73.8% |
| Participation rate | 99.4% | 78.2%+21.2pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | 10.34% | 32.61%-22.3pp | 68.32%-58.0pp | 34.36%-24.0pp |
| Employer contribution / active EE | $9,224 | $3,878+137.9% | $4,859+89.8% | $2,638+249.6% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |