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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 | $105,232 | $58,336+80.4% | $97,197+8.3% | $199,921-47.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.7%+27.3pp | 72.0%+28.0pp |
| Annual return | -0.11% | 32.81%-32.9pp | 75.47%-75.6pp | 34.28%-34.4pp |
| Employer contribution / active EE | $3,287 | $1,416+132.1% | $2,723+20.7% | $3,035+8.3% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $4,263-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,637-100.0% | $269-100.0% |