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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 | $91,793 | $46,534+97.3% | $64,097+43.2% | $75,177+22.1% |
| Participation rate | 89.2% | 65.9%+23.3pp | 72.3%+16.9pp | 67.2%+22.0pp |
| Annual return | 9.85% | 26.07%-16.2pp | 33.75%-23.9pp | 160.75%-150.9pp |
| Employer contribution / active EE | $6,521 | $1,976+230.1% | $2,750+137.1% | $2,671+144.1% |
| Participant deferral / active EE | $3,559 | $2,835+25.5% | $3,881-8.3% | $4,126-13.8% |
| Admin fee / account holder | $0 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |