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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 | $169,863 | $109,620+55.0% | $148,496+14.4% | $94,015+80.7% |
| Participation rate | 97.8% | 71.3%+26.6pp | 76.0%+21.8pp | 70.8%+27.0pp |
| Annual return | -6.54% | 17.54%-24.1pp | 12.33%-18.9pp | 17.84%-24.4pp |
| Employer contribution / active EE | $15,981 | $2,618+510.4% | $3,497+356.9% | $2,790+472.8% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $10,050-100.0% | $19,547-100.0% | $8,951-100.0% |