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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 | $159,785 | $100,272+59.4% | $170,057-6.0% | $74,473+114.6% |
| Participation rate | 90.9% | 87.4%+3.5pp | 87.0%+3.9pp | 70.7%+20.1pp |
| Annual return | 3.78% | 66.12%-62.3pp | 53.42%-49.6pp | 34.36%-30.6pp |
| Employer contribution / active EE | $4,893 | $4,266+14.7% | $6,790-27.9% | $2,638+85.5% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,411-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $12,826-100.0% | $347-100.0% |