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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 | $129,995 | $99,201+31.0% | $96,544+34.6% | $74,473+74.6% |
| Participation rate | 99.7% | 80.7%+19.0pp | 76.0%+23.7pp | 70.7%+28.9pp |
| Annual return | 13.94% | 22.40%-8.5pp | 25.88%-11.9pp | 34.36%-20.4pp |
| Employer contribution / active EE | $3,782 | $2,570+47.1% | $2,966+27.5% | $2,638+43.3% |
| 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% |