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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 | $183,228 | $89,435+104.9% | $164,975+11.1% | $77,714+135.8% |
| Participation rate | 99.6% | 78.6%+21.0pp | 78.6%+21.0pp | 70.6%+29.0pp |
| Annual return | -2.60% | 28.82%-31.4pp | 70.12%-72.7pp | 31.26%-33.9pp |
| Employer contribution / active EE | $8,551 | $2,563+233.6% | $4,343+96.9% | $2,727+213.6% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,688-100.0% | $433-100.0% |