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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 | $159,855 | $71,230+124.4% | $93,727+70.6% | $80,959+97.5% |
| Participation rate | 97.8% | 60.4%+37.4pp | 68.7%+29.0pp | 67.7%+30.1pp |
| Annual return | 8.21% | 11.26%-3.0pp | 133.83%-125.6pp | 35.67%-27.5pp |
| Employer contribution / active EE | $3,342 | $1,565+113.5% | $2,421+38.0% | $2,757+21.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,961-100.0% | $8,292-100.0% | $6,925-100.0% |