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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 | $61,789+206.5% | $97,167+94.9% | $80,874+134.2% |
| Participation rate | 98.9% | 63.5%+35.5pp | 72.7%+26.3pp | 67.6%+31.3pp |
| Annual return | 6.67% | -557.90%+564.6pp | 75.27%-68.6pp | 35.62%-28.9pp |
| Employer contribution / active EE | $1,655 | $1,837-9.9% | $2,729-39.4% | $2,756-40.0% |
| Participant deferral / active EE | $0 | $3,028-100.0% | $4,264-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,168-100.0% | $5,650-100.0% | $6,935-100.0% |