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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 | $208,526 | $76,112+174.0% | $96,544+116.0% | $71,529+191.5% |
| Participation rate | 99.4% | 74.4%+25.0pp | 76.0%+23.4pp | 67.9%+31.5pp |
| Annual return | -13.68% | 22.80%-36.5pp | 25.88%-39.6pp | 28.97%-42.7pp |
| Employer contribution / active EE | $2,741 | $2,248+21.9% | $2,966-7.6% | $2,590+5.8% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |