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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 | $74,357 | $65,376+13.7% | $87,104-14.6% | $65,185+14.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | -2.98% | 31.27%-34.3pp | 28.19%-31.2pp | 29.38%-32.4pp |
| Employer contribution / active EE | $5,672 | $1,822+211.3% | $2,521+125.0% | $2,177+160.6% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |