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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 | $96,782+45.7% | $140,514+0.3% | $69,255+103.6% |
| Participation rate | 94.2% | 81.0%+13.2pp | 77.8%+16.4pp | 69.0%+25.1pp |
| Annual return | -0.28% | 11.56%-11.8pp | 14.36%-14.6pp | 26.73%-27.0pp |
| Employer contribution / active EE | $9,165 | $3,063+199.2% | $3,378+171.3% | $2,645+246.5% |
| Participant deferral / active EE | $0 | $4,233-100.0% | $4,919-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $13,697-100.0% | $733-100.0% |