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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 | $225,490 | $83,369+170.5% | $105,223+114.3% | $67,986+231.7% |
| Participation rate | 96.6% | 56.3%+40.3pp | 75.0%+21.5pp | 57.2%+39.3pp |
| Annual return | 12.72% | 24.64%-11.9pp | 180.65%-167.9pp | 31.67%-18.9pp |
| Employer contribution / active EE | $2,784 | $2,541+9.6% | $3,689-24.5% | $2,019+37.9% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |