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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 | $143,718 | $95,417+50.6% | $135,974+5.7% | $74,460+93.0% |
| Participation rate | 98.5% | 78.2%+20.2pp | 81.9%+16.5pp | 70.7%+27.7pp |
| Annual return | -0.02% | 32.76%-32.8pp | 68.30%-68.3pp | 34.38%-34.4pp |
| Employer contribution / active EE | $16,185 | $3,878+317.4% | $4,859+233.1% | $2,638+513.5% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |