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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 | $87,048 | $71,534+21.7% | $98,462-11.6% | $71,529+21.7% |
| Participation rate | 92.5% | 72.7%+19.8pp | 75.2%+17.3pp | 67.9%+24.5pp |
| Annual return | -1.60% | 32.44%-34.0pp | 21.17%-22.8pp | 28.97%-30.6pp |
| Employer contribution / active EE | $15,952 | $2,399+564.8% | $3,049+423.2% | $2,590+515.9% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,677-100.0% | $8,875-100.0% | $1,588-100.0% |