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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 | $148,457 | $76,112+95.1% | $96,534+53.8% | $71,511+107.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 11.12% | 22.81%-11.7pp | 25.88%-14.8pp | 28.86%-17.7pp |
| Employer contribution / active EE | $16,000 | $2,248+611.8% | $2,965+439.5% | $2,589+518.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |