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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 | $167,996 | $70,002+140.0% | $115,038+46.0% | $52,331+221.0% |
| Participation rate | 99.5% | 72.1%+27.4pp | 81.4%+18.1pp | 68.1%+31.4pp |
| Annual return | -1.59% | 4.04%-5.6pp | 26.14%-27.7pp | 4.54%-6.1pp |
| Employer contribution / active EE | $6,764 | $2,715+149.2% | $4,608+46.8% | $1,882+259.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |