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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 | $186,427 | $47,135+295.5% | $149,717+24.5% | $74,440+150.4% |
| Participation rate | 86.6% | 63.4%+23.2pp | 78.8%+7.8pp | 70.7%+15.9pp |
| Annual return | 8.99% | 22.75%-13.8pp | 134.41%-125.4pp | 34.37%-25.4pp |
| Employer contribution / active EE | $5,602 | $1,906+193.9% | $4,820+16.2% | $2,638+112.4% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,682-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,213-100.0% | $348-100.0% |