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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 | $190,127 | $64,909+192.9% | $82,312+131.0% | $62,293+205.2% |
| Participation rate | 99.0% | 74.9%+24.2pp | 76.9%+22.1pp | 69.5%+29.5pp |
| Annual return | -2.82% | 21.18%-24.0pp | 25.88%-28.7pp | 28.90%-31.7pp |
| Employer contribution / active EE | $4,882 | $1,676+191.3% | $2,428+101.1% | $2,042+139.1% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |