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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 | $34,397 | $99,201-65.3% | $96,544-64.4% | $74,473-53.8% |
| Participation rate | 96.9% | 80.7%+16.2pp | 76.0%+20.9pp | 70.7%+26.1pp |
| Annual return | -0.62% | 22.40%-23.0pp | 25.88%-26.5pp | 34.36%-35.0pp |
| Employer contribution / active EE | $2,844 | $2,570+10.7% | $2,966-4.1% | $2,638+7.8% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,254-100.0% | $347-100.0% |