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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 | $118,704 | $73,978+60.5% | $96,515+23.0% | $75,173+57.9% |
| Participation rate | 89.8% | 66.4%+23.4pp | 74.3%+15.4pp | 67.2%+22.6pp |
| Annual return | -6.70% | 26.72%-33.4pp | 35.73%-42.4pp | 160.72%-167.4pp |
| Employer contribution / active EE | $20,936 | $2,931+614.4% | $3,740+459.8% | $2,671+683.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4 | $5,219-99.9% | $6,735-99.9% | $5,651-99.9% |