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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 | $134,221 | $108,825+23.3% | $156,181-14.1% | $82,448+62.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -1.37% | 20.59%-22.0pp | 64.87%-66.2pp | 41.64%-43.0pp |
| Employer contribution / active EE | $21,172 | $2,870+637.8% | $4,294+393.1% | $2,551+730.0% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $78 | $9,341-99.2% | $14,586-99.5% | $7,234-98.9% |