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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 | $111,385 | $50,956+118.6% | $96,570+15.3% | $86,821+28.3% |
| Participation rate | 89.3% | 65.2%+24.0pp | 69.8%+19.4pp | 72.3%+17.0pp |
| Annual return | -3.27% | 21.27%-24.5pp | 37.79%-41.1pp | 97.94%-101.2pp |
| Employer contribution / active EE | $11,590 | $1,111+943.5% | $2,357+391.7% | $2,406+381.7% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,182-100.0% | $170-100.0% |