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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 | $94,466 | $74,706+26.5% | $75,731+24.7% | $79,389+19.0% |
| Participation rate | 82.6% | 75.3%+7.3pp | 74.8%+7.8pp | 70.7%+11.9pp |
| Annual return | -21.21% | 18.52%-39.7pp | 104.65%-125.9pp | 116.89%-138.1pp |
| Employer contribution / active EE | $7,924 | $2,590+206.0% | $2,743+188.9% | $2,428+226.4% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,820-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $374-100.0% | $3,620-100.0% | $626-100.0% |