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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 | $222,833 | $56,047+297.6% | $98,716+125.7% | $79,634+179.8% |
| Participation rate | 88.1% | 54.6%+33.5pp | 69.3%+18.8pp | 62.5%+25.7pp |
| Annual return | 10.45% | 17.58%-7.1pp | 31.81%-21.4pp | 36.46%-26.0pp |
| Employer contribution / active EE | $9,186 | $1,237+642.5% | $2,279+303.1% | $2,529+263.2% |
| Participant deferral / active EE | $0 | $2,469-100.0% | $4,048-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,512-100.0% | $8,703-100.0% | $1,002-100.0% |