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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 | $77,275 | $71,523+8.0% | $98,461-21.5% | $71,511+8.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | -5.09% | 32.43%-37.5pp | 21.17%-26.3pp | 28.86%-33.9pp |
| Employer contribution / active EE | $4,175 | $2,399+74.0% | $3,049+37.0% | $2,589+61.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $4 | $1,676-99.8% | $8,961-100.0% | $1,588-99.8% |