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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 | $138,831 | $81,777+69.8% | $148,496-6.5% | $69,733+99.1% |
| Participation rate | 100.0% | 70.9%+29.1pp | 76.0%+24.0pp | 62.5%+37.5pp |
| Annual return | -4.03% | 14.38%-18.4pp | 12.33%-16.4pp | 15.22%-19.3pp |
| Employer contribution / active EE | $15,961 | $2,488+541.4% | $3,497+356.3% | $2,250+609.3% |
| Participant deferral / active EE | $0 | $3,367-100.0% | $4,808-100.0% | $3,054-100.0% |
| Admin fee / account holder | $18 | $2,991-99.4% | $19,547-99.9% | $3,102-99.4% |