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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 | $108,037 | $76,112+41.9% | $96,544+11.9% | $71,529+51.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 76.0%+4.0pp | 67.9%+12.1pp |
| Annual return | -11.71% | 22.80%-34.5pp | 25.88%-37.6pp | 28.97%-40.7pp |
| Employer contribution / active EE | $12,819 | $2,248+470.3% | $2,966+332.2% | $2,590+395.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |