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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 | $169,085 | $89,123+89.7% | $102,460+65.0% | $77,762+117.4% |
| Participation rate | 90.0% | 80.9%+9.0pp | 76.5%+13.5pp | 70.6%+19.4pp |
| Annual return | -17.53% | 25.05%-42.6pp | 29.47%-47.0pp | 31.27%-48.8pp |
| Employer contribution / active EE | $6,371 | $2,700+136.0% | $3,025+110.6% | $2,728+133.5% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |