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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 | $162,222 | $98,547+64.6% | $216,567-25.1% | $69,733+132.6% |
| Participation rate | 94.3% | 68.4%+26.0pp | 81.6%+12.7pp | 62.5%+31.9pp |
| Annual return | -2.20% | 14.25%-16.4pp | 12.94%-15.1pp | 15.22%-17.4pp |
| Employer contribution / active EE | $14,727 | $2,660+453.6% | $5,216+182.4% | $2,250+554.4% |
| Participant deferral / active EE | $0 | $3,496-100.0% | $6,191-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,094-100.0% | $21,981-100.0% | $3,102-100.0% |