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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 | $189,401 | $61,787+206.5% | $97,197+94.9% | $80,925+134.0% |
| Participation rate | 98.9% | 63.5%+35.5pp | 72.7%+26.3pp | 67.7%+31.3pp |
| Annual return | 6.67% | -558.16%+564.8pp | 75.47%-68.8pp | 35.65%-29.0pp |
| Employer contribution / active EE | $1,655 | $1,836-9.9% | $2,723-39.2% | $2,756-40.0% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $5,170-100.0% | $5,637-100.0% | $6,940-100.0% |