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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 | $88,702 | $60,165+47.4% | $74,184+19.6% | $55,167+60.8% |
| Participation rate | 80.8% | 74.2%+6.7pp | 76.6%+4.2pp | 69.0%+11.8pp |
| Annual return | -1.84% | 10.00%-11.8pp | 17.74%-19.6pp | 169.23%-171.1pp |
| Employer contribution / active EE | $7,878 | $1,600+392.5% | $2,370+232.4% | $1,963+301.4% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |