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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 | $198,962 | $89,652+121.9% | $141,197+40.9% | $65,186+205.2% |
| Participation rate | 99.3% | 74.7%+24.6pp | 82.5%+16.8pp | 70.2%+29.1pp |
| Annual return | -9.82% | 32.79%-42.6pp | 71.41%-81.2pp | 29.39%-39.2pp |
| Employer contribution / active EE | $4,704 | $3,065+53.5% | $4,736-0.7% | $2,177+116.1% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $6 | $569-99.0% | $10,265-99.9% | $847-99.3% |