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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 | $83,618 | $65,820+27.0% | $108,745-23.1% | $57,661+45.0% |
| Participation rate | 97.4% | 72.7%+24.7pp | 77.7%+19.8pp | 70.2%+27.2pp |
| Annual return | -0.02% | 21.32%-21.3pp | 46.22%-46.2pp | 5.13%-5.2pp |
| Employer contribution / active EE | $2,957 | $2,285+29.4% | $3,323-11.0% | $1,974+49.8% |
| Participant deferral / active EE | $0 | $3,578-100.0% | $5,121-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $6,144-100.0% | $95-100.0% |