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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 | $174,177 | $82,979+109.9% | $102,412+70.1% | $77,736+124.1% |
| Participation rate | 98.1% | 71.5%+26.5pp | 74.5%+23.6pp | 70.6%+27.5pp |
| Annual return | -6.45% | 19.11%-25.6pp | 24.94%-31.4pp | 31.26%-37.7pp |
| Employer contribution / active EE | $16,623 | $3,554+367.8% | $3,870+329.5% | $2,728+509.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |