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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 | $216,985 | $86,225+151.6% | $146,649+48.0% | $86,828+149.9% |
| Participation rate | 99.5% | 78.0%+21.5pp | 80.1%+19.4pp | 72.3%+27.2pp |
| Annual return | 8.35% | 31.23%-22.9pp | 22.75%-14.4pp | 97.95%-89.6pp |
| Employer contribution / active EE | $4,681 | $2,392+95.7% | $4,137+13.1% | $2,406+94.5% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,281-100.0% | $170-100.0% |