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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 | $99,442+41.8% | $113,397+24.3% | $71,012+98.6% |
| Participation rate | 94.2% | 78.9%+15.2pp | 76.5%+17.7pp | 58.6%+35.6pp |
| Annual return | -0.28% | 17.93%-18.2pp | 23.20%-23.5pp | 37.67%-37.9pp |
| Employer contribution / active EE | $9,165 | $3,068+198.7% | $2,977+207.8% | $2,348+290.3% |
| Participant deferral / active EE | $0 | $4,915-100.0% | $5,076-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $11,957-100.0% | $1,167-100.0% |