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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 | $112,556 | $81,446+38.2% | $103,374+8.9% | $80,874+39.2% |
| Participation rate | 97.5% | 66.9%+30.6pp | 74.5%+23.0pp | 67.6%+29.9pp |
| Annual return | -15.86% | 25.57%-41.4pp | 24.89%-40.8pp | 35.62%-51.5pp |
| Employer contribution / active EE | $9,252 | $3,107+197.8% | $3,869+139.1% | $2,756+235.8% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |