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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 | $86,932 | $91,474-5.0% | $135,982-36.1% | $71,529+21.5% |
| Participation rate | 85.1% | 75.7%+9.4pp | 81.9%+3.2pp | 67.9%+17.2pp |
| Annual return | 15.50% | 29.89%-14.4pp | 68.32%-52.8pp | 28.97%-13.5pp |
| Employer contribution / active EE | $4,452 | $3,705+20.2% | $4,859-8.4% | $2,590+71.9% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |