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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 | $2,687,218-91.6% | $164,975+37.3% | $199,921+13.3% |
| Participation rate | 99.3% | 78.3%+21.0pp | 78.6%+20.7pp | 72.0%+27.3pp |
| Annual return | 12.14% | 17.94%-5.8pp | 70.12%-58.0pp | 34.28%-22.1pp |
| Employer contribution / active EE | $13,029 | $2,958+340.5% | $4,343+200.0% | $3,035+329.2% |
| Participant deferral / active EE | $0 | $5,002-100.0% | $6,033-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $12,688-100.0% | $269-100.0% |