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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 | $110,791 | $81,494+35.9% | $133,978-17.3% | $73,497+50.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | -2.41% | 19.40%-21.8pp | 45.10%-47.5pp | 28.51%-30.9pp |
| Employer contribution / active EE | $12,740 | $2,210+476.6% | $3,919+225.1% | $2,270+461.2% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |