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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 | $234,922 | $93,131+152.2% | $106,554+120.5% | $86,821+170.6% |
| Participation rate | 98.9% | 81.4%+17.5pp | 76.1%+22.8pp | 72.3%+26.6pp |
| Annual return | -24.02% | 19.45%-43.5pp | 26.80%-50.8pp | 97.94%-122.0pp |
| Employer contribution / active EE | $3,787 | $2,895+30.8% | $2,819+34.3% | $2,406+57.4% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,408-100.0% | $170-100.0% |