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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 | $91,760+76.8% | $156,181+3.9% | $67,986+138.6% |
| Participation rate | 94.3% | 65.0%+29.3pp | 78.8%+15.5pp | 57.2%+37.1pp |
| Annual return | -2.20% | 18.14%-20.3pp | 64.87%-67.1pp | 31.67%-33.9pp |
| Employer contribution / active EE | $14,727 | $2,419+508.7% | $4,294+243.0% | $2,019+629.5% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,949-100.0% | $14,586-100.0% | $3,203-100.0% |