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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 | $155,899 | $46,360+236.3% | $147,617+5.6% | $52,331+197.9% |
| Participation rate | 99.4% | 64.9%+34.4pp | 84.6%+14.7pp | 68.1%+31.2pp |
| Annual return | -5.34% | 1.62%-7.0pp | 61.98%-67.3pp | 4.54%-9.9pp |
| Employer contribution / active EE | $11,189 | $2,126+426.2% | $5,564+101.1% | $1,882+494.6% |
| Participant deferral / active EE | $6,656 | $2,258+194.8% | $4,895+36.0% | $3,022+120.2% |
| Admin fee / account holder | $19 | $766-97.6% | $11,612-99.8% | $592-96.9% |