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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 | $150,599 | $89,123+69.0% | $102,460+47.0% | $77,762+93.7% |
| Participation rate | 97.8% | 80.9%+16.9pp | 76.5%+21.3pp | 70.6%+27.3pp |
| Annual return | -3.41% | 25.05%-28.5pp | 29.47%-32.9pp | 31.27%-34.7pp |
| Employer contribution / active EE | $12,458 | $2,700+361.4% | $3,025+311.8% | $2,728+356.7% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |