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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 | $108,005 | $85,635+26.1% | $123,894-12.8% | $63,975+68.8% |
| Participation rate | 90.6% | 74.9%+15.6pp | 81.4%+9.2pp | 71.1%+19.4pp |
| Annual return | 6.64% | 15.74%-9.1pp | 47.52%-40.9pp | 48.65%-42.0pp |
| Employer contribution / active EE | $3,871 | $3,076+25.8% | $4,617-16.1% | $2,182+77.4% |
| Participant deferral / active EE | $3,274 | $5,667-42.2% | $5,984-45.3% | $3,356-2.4% |
| Admin fee / account holder | $0 | $75-100.0% | $8,357-100.0% | $70-100.0% |