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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 | $62,276 | $85,515-27.2% | $112,040-44.4% | $67,986-8.4% |
| Participation rate | 99.2% | 68.2%+31.0pp | 76.5%+22.7pp | 57.2%+42.0pp |
| Annual return | -1.38% | 29.68%-31.1pp | 24.52%-25.9pp | 31.67%-33.0pp |
| Employer contribution / active EE | $5,138 | $2,191+134.5% | $2,954+73.9% | $2,019+154.5% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |