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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 | $89,093+77.3% | $102,434+54.2% | $77,736+103.2% |
| Participation rate | 99.4% | 80.9%+18.4pp | 76.5%+22.8pp | 70.6%+28.8pp |
| Annual return | -1.01% | 25.03%-26.0pp | 29.46%-30.5pp | 31.26%-32.3pp |
| Employer contribution / active EE | $16,181 | $2,699+499.4% | $3,023+435.2% | $2,728+493.2% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,055-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $236-99.7% | $9,462-100.0% | $433-99.9% |