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 | $123,193 | $136,853-10.0% | $130,298-5.5% | $80,187+53.6% |
| Participation rate | 93.3% | 81.6%+11.6pp | 76.3%+17.0pp | 72.9%+20.3pp |
| Annual return | 13.65% | 22.66%-9.0pp | 38.90%-25.2pp | 40.40%-26.8pp |
| Employer contribution / active EE | $8,205 | $3,395+141.7% | $4,128+98.8% | $2,980+175.4% |
| Participant deferral / active EE | $0 | $5,856-100.0% | $6,790-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,025-100.0% | $145-100.0% |