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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 | $183,048 | $76,696+138.7% | $96,538+89.6% | $71,529+155.9% |
| Participation rate | 95.1% | 66.6%+28.5pp | 74.3%+20.7pp | 67.9%+27.2pp |
| Annual return | 12.41% | 48.32%-35.9pp | 35.74%-23.3pp | 28.97%-16.6pp |
| Employer contribution / active EE | $17,594 | $3,032+480.4% | $3,740+370.4% | $2,590+579.4% |
| 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% | $6,737-100.0% | $1,588-100.0% |