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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 | $193,896 | $76,696+152.8% | $96,515+100.9% | $71,511+171.1% |
| Participation rate | 98.4% | 66.6%+31.9pp | 74.3%+24.1pp | 67.9%+30.5pp |
| Annual return | 9.76% | 48.32%-38.6pp | 35.73%-26.0pp | 28.86%-19.1pp |
| Employer contribution / active EE | $15,998 | $3,032+427.7% | $3,740+327.8% | $2,589+517.9% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |