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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 | $89,050 | $65,557+35.8% | $105,736-15.8% | $56,289+58.2% |
| Participation rate | 95.3% | 63.4%+31.9pp | 76.3%+19.0pp | 69.9%+25.5pp |
| Annual return | -7.37% | -1.32%-6.1pp | 6.27%-13.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $3,065 | $1,788+71.4% | $3,268-6.2% | $2,111+45.2% |
| Participant deferral / active EE | $2,416 | $2,418-0.1% | $4,080-40.8% | $3,350-27.9% |
| Admin fee / account holder | $209 | $561-62.8% | $6,913-97.0% | $521-59.9% |