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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 | $101,204 | $60,165+68.2% | $74,184+36.4% | $55,167+83.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -1.29% | 10.00%-11.3pp | 17.74%-19.0pp | 169.23%-170.5pp |
| Employer contribution / active EE | $3,815 | $1,600+138.5% | $2,370+61.0% | $1,963+94.4% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |