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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 | $184,731 | $155,795+18.6% | $136,298+35.5% | $69,634+165.3% |
| Participation rate | 99.5% | 75.2%+24.3pp | 81.9%+17.6pp | 70.7%+28.8pp |
| Annual return | 11.04% | 232464.33%-232453.3pp | 5156.27%-5145.2pp | 27572.26%-27561.2pp |
| Employer contribution / active EE | $2,900 | $2,991-3.0% | $4,696-38.2% | $2,032+42.7% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |