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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 | $81,504+38.1% | $102,437+9.9% | $80,959+39.0% |
| Participation rate | 97.5% | 66.9%+30.6pp | 74.5%+23.0pp | 67.7%+29.8pp |
| Annual return | -15.86% | 25.60%-41.5pp | 24.95%-40.8pp | 35.67%-51.5pp |
| Employer contribution / active EE | $9,252 | $3,104+198.1% | $3,871+139.0% | $2,757+235.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |