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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 | $208,467 | $84,993+145.3% | $130,045+60.3% | $80,157+160.1% |
| Participation rate | 98.8% | 79.5%+19.3pp | 78.5%+20.3pp | 72.9%+25.8pp |
| Annual return | 4.72% | 23.76%-19.0pp | -137.30%+142.0pp | 40.39%-35.7pp |
| Employer contribution / active EE | $11,370 | $3,051+272.7% | $4,321+163.1% | $2,977+281.9% |
| Participant deferral / active EE | $0 | $4,984-100.0% | $5,820-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $391-100.0% | $10,600-100.0% | $145-100.0% |