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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 | $87,259 | $67,602+29.1% | $82,312+6.0% | $70,126+24.4% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.9%+21.9pp | 69.5%+29.3pp |
| Annual return | -12.19% | 21.57%-33.8pp | 25.88%-38.1pp | 73.15%-85.3pp |
| Employer contribution / active EE | $3,609 | $1,755+105.7% | $2,428+48.6% | $2,343+54.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |