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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 | $140,995 | $103,024+36.9% | $112,040+25.8% | $79,634+77.1% |
| Participation rate | 94.2% | 80.6%+13.6pp | 76.5%+17.7pp | 62.5%+31.7pp |
| Annual return | -0.28% | 17.60%-17.9pp | 24.52%-24.8pp | 36.46%-36.7pp |
| Employer contribution / active EE | $9,165 | $3,015+204.0% | $2,954+210.3% | $2,529+262.4% |
| Participant deferral / active EE | $0 | $5,233-100.0% | $5,098-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $465-100.0% | $12,098-100.0% | $1,002-100.0% |