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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 | $226,511 | $2,703,213-91.6% | $165,100+37.2% | $200,096+13.2% |
| Participation rate | 99.3% | 78.4%+20.8pp | 78.6%+20.6pp | 72.0%+27.2pp |
| Annual return | 12.14% | 17.97%-5.8pp | 70.21%-58.1pp | 34.26%-22.1pp |
| Employer contribution / active EE | $13,029 | $2,973+338.3% | $4,348+199.7% | $3,038+328.9% |
| Participant deferral / active EE | $0 | $5,021-100.0% | $6,035-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $1,999-100.0% | $12,696-100.0% | $269-100.0% |