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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 | $89,465+104.8% | $165,100+11.0% | $77,762+135.6% |
| Participation rate | 99.6% | 78.6%+20.9pp | 78.6%+21.0pp | 70.6%+29.0pp |
| Annual return | -2.60% | 28.86%-31.5pp | 70.21%-72.8pp | 31.27%-33.9pp |
| Employer contribution / active EE | $8,551 | $2,565+233.4% | $4,348+96.7% | $2,728+213.4% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,696-100.0% | $433-100.0% |