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 | $212,478 | $62,324+240.9% | $68,509+210.1% | $55,191+285.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 74.7%+25.3pp | 69.2%+30.8pp |
| Annual return | -3.93% | 4.26%-8.2pp | 8.27%-12.2pp | 10.78%-14.7pp |
| Employer contribution / active EE | $8,663 | $2,223+289.8% | $2,278+280.3% | $1,899+356.3% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |