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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 | $71,126 | $57,976+22.7% | $63,018+12.9% | $62,293+14.2% |
| Participation rate | 89.7% | 75.9%+13.8pp | 74.8%+14.9pp | 69.5%+20.2pp |
| Annual return | -0.86% | 17.54%-18.4pp | 87.62%-88.5pp | 28.90%-29.8pp |
| Employer contribution / active EE | $5,830 | $2,415+141.4% | $2,761+111.2% | $2,042+185.5% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |