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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 | $126,264 | $105,179+20.0% | $64,110+96.9% | $80,187+57.5% |
| Participation rate | 85.6% | 73.5%+12.0pp | 72.3%+13.2pp | 72.9%+12.6pp |
| Annual return | -20.96% | 20.34%-41.3pp | 33.75%-54.7pp | 40.40%-61.4pp |
| Employer contribution / active EE | $2,345 | $3,311-29.2% | $2,751-14.7% | $2,980-21.3% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,883-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $113-99.9% | $3,071-100.0% | $145-99.9% |