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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 | $72,872 | $37,044+96.7% | $71,796+1.5% | $57,658+26.4% |
| Participation rate | 99.7% | 61.1%+38.6pp | 69.1%+30.6pp | 70.2%+29.4pp |
| Annual return | -1.21% | 12.64%-13.8pp | 78.04%-79.2pp | 5.13%-6.3pp |
| Employer contribution / active EE | $8,357 | $720+1060.4% | $1,924+334.2% | $1,974+323.4% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |