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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 | $65,567 | $36,700+78.7% | $171,082-61.7% | $63,975+2.5% |
| Participation rate | 98.9% | 61.5%+37.4pp | 76.7%+22.2pp | 71.1%+27.8pp |
| Annual return | -0.12% | 12.80%-12.9pp | 32.56%-32.7pp | 48.65%-48.8pp |
| Employer contribution / active EE | $6,447 | $1,210+432.7% | $4,002+61.1% | $2,182+195.5% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $4,797-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $8,520-100.0% | $70-100.0% |