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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 | $67,717 | $59,584+13.6% | $86,615-21.8% | $79,391-14.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 9.73% | 23.15%-13.4pp | 63.51%-53.8pp | 116.88%-107.2pp |
| Employer contribution / active EE | $3,834 | $1,768+116.9% | $2,496+53.6% | $2,428+57.9% |
| Participant deferral / active EE | $2,659 | $3,036-12.4% | $3,699-28.1% | $4,046-34.3% |
| Admin fee / account holder | $160 | $604-73.5% | $5,830-97.3% | $627-74.5% |