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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 | $104,981 | $59,220+77.3% | $96,572+8.7% | $79,389+32.2% |
| Participation rate | 96.7% | 61.9%+34.8pp | 69.8%+26.9pp | 70.7%+26.0pp |
| Annual return | 6.80% | 27.08%-20.3pp | 37.79%-31.0pp | 116.89%-110.1pp |
| Employer contribution / active EE | $6,586 | $1,216+441.4% | $2,357+179.4% | $2,428+171.2% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,850-100.0% | $4,046-100.0% |
| Admin fee / account holder | $9 | $659-98.6% | $6,183-99.8% | $626-98.5% |