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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 | $106,992 | $76,090+40.6% | $96,569+10.8% | $71,476+49.7% |
| Participation rate | 99.0% | 74.4%+24.6pp | 76.0%+23.1pp | 67.9%+31.1pp |
| Annual return | -20.19% | 22.80%-43.0pp | 25.87%-46.1pp | 28.85%-49.0pp |
| Employer contribution / active EE | $9,426 | $2,247+319.5% | $2,965+217.9% | $2,589+264.1% |
| Participant deferral / active EE | $0 | $4,218-100.0% | $4,851-100.0% | $4,290-100.0% |
| Admin fee / account holder | $6 | $2,707-99.8% | $8,251-99.9% | $1,587-99.6% |