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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 | $157,988 | $89,054+77.4% | $102,457+54.2% | $77,692+103.4% |
| Participation rate | 99.4% | 80.9%+18.4pp | 76.5%+22.9pp | 70.6%+28.8pp |
| Annual return | -1.01% | 25.02%-26.0pp | 29.41%-30.4pp | 31.25%-32.3pp |
| Employer contribution / active EE | $16,181 | $2,698+499.8% | $3,022+435.4% | $2,726+493.5% |
| Participant deferral / active EE | $0 | $5,146-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $1 | $236-99.7% | $9,451-100.0% | $431-99.9% |