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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 | $91,910 | $63,314+45.2% | $91,004+1.0% | $62,293+47.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | -0.83% | 21.00%-21.8pp | 4.60%-5.4pp | 28.90%-29.7pp |
| Employer contribution / active EE | $4,484 | $1,807+148.1% | $2,456+82.6% | $2,042+119.6% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |