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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 | $140,876 | $122,219+15.3% | $147,096-4.2% | $199,921-29.5% |
| Participation rate | 71.7% | 78.3%-6.6pp | 82.2%-10.5pp | 72.0%-0.3pp |
| Annual return | 8.49% | 30.59%-22.1pp | 419.75%-411.3pp | 34.28%-25.8pp |
| Employer contribution / active EE | $4,294 | $4,096+4.8% | $4,936-13.0% | $3,035+41.5% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $179-100.0% | $13,005-100.0% | $269-100.0% |