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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 | $100,824 | $78,423+28.6% | $95,964+5.1% | $79,856+26.3% |
| Participation rate | 85.6% | 73.5%+12.1pp | 77.1%+8.5pp | 69.6%+15.9pp |
| Annual return | -12.27% | 19.37%-31.6pp | 91.64%-103.9pp | 31.71%-44.0pp |
| Employer contribution / active EE | $12,046 | $1,945+519.2% | $2,541+374.0% | $2,471+387.4% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |