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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 | $94,563 | $73,638+28.4% | $95,964-1.5% | $73,497+28.7% |
| Participation rate | 98.2% | 76.2%+22.0pp | 77.1%+21.1pp | 70.7%+27.5pp |
| Annual return | -4.35% | 16.78%-21.1pp | 91.64%-96.0pp | 28.51%-32.9pp |
| Employer contribution / active EE | $4,212 | $1,863+126.1% | $2,541+65.7% | $2,270+85.5% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |