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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 | $217,185 | $83,369+160.5% | $105,223+106.4% | $67,986+219.5% |
| Participation rate | 96.6% | 56.3%+40.3pp | 75.0%+21.6pp | 57.2%+39.4pp |
| Annual return | 7.16% | 24.64%-17.5pp | 180.65%-173.5pp | 31.67%-24.5pp |
| Employer contribution / active EE | $26,115 | $2,541+927.9% | $3,689+608.0% | $2,019+1193.6% |
| 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% |