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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 | $117,279 | $99,201+18.2% | $96,544+21.5% | $74,473+57.5% |
| Participation rate | 95.4% | 80.7%+14.7pp | 76.0%+19.4pp | 70.7%+24.6pp |
| Annual return | 4.89% | 22.40%-17.5pp | 25.88%-21.0pp | 34.36%-29.5pp |
| Employer contribution / active EE | $7,621 | $2,570+196.5% | $2,966+156.9% | $2,638+188.9% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,254-100.0% | $347-100.0% |