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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 | $202,111 | $91,406+121.1% | $130,062+55.4% | $74,473+171.4% |
| Participation rate | 99.1% | 77.8%+21.3pp | 78.5%+20.6pp | 70.7%+28.4pp |
| Annual return | 1.15% | 23.21%-22.1pp | -137.37%+138.5pp | 34.36%-33.2pp |
| Employer contribution / active EE | $8,678 | $2,565+238.4% | $4,322+100.8% | $2,638+228.9% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,601-100.0% | $347-100.0% |