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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 | $135,847 | $105,190+29.1% | $98,920+37.3% | $90,274+50.5% |
| Participation rate | 98.5% | 86.4%+12.1pp | 76.0%+22.4pp | 73.4%+25.1pp |
| Annual return | -3.76% | 18.52%-22.3pp | 196.47%-200.2pp | 53.97%-57.7pp |
| Employer contribution / active EE | $6,884 | $3,831+79.7% | $2,689+156.0% | $2,523+172.8% |
| Participant deferral / active EE | $0 | $5,616-100.0% | $4,245-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $6,643-100.0% | $114-100.0% |