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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 | $140,876 | $122,128+15.4% | $147,117-4.2% | $200,096-29.6% |
| Participation rate | 71.7% | 78.2%-6.5pp | 82.2%-10.5pp | 72.0%-0.3pp |
| Annual return | 8.49% | 30.58%-22.1pp | 420.54%-412.1pp | 34.26%-25.8pp |
| Employer contribution / active EE | $4,294 | $4,093+4.9% | $4,932-12.9% | $3,038+41.4% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $180-100.0% | $12,993-100.0% | $269-100.0% |