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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 | $102,038 | $91,439+11.6% | $135,974-25.0% | $71,511+42.7% |
| Participation rate | 99.5% | 75.7%+23.8pp | 81.9%+17.6pp | 67.9%+31.6pp |
| Annual return | -2.68% | 29.90%-32.6pp | 68.30%-71.0pp | 28.86%-31.5pp |
| Employer contribution / active EE | $6,091 | $3,705+64.4% | $4,859+25.4% | $2,589+135.3% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |