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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 | $110,137+21.9% | $161,149-16.7% | $82,637+62.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -1.37% | 20.69%-22.1pp | 21.16%-22.5pp | 53.51%-54.9pp |
| Employer contribution / active EE | $21,172 | $2,856+641.3% | $4,360+385.6% | $2,552+729.6% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $78 | $9,467-99.2% | $15,194-99.5% | $7,339-98.9% |