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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 | $133,033 | $86,341+54.1% | $125,195+6.3% | $65,186+104.1% |
| Participation rate | 98.6% | 75.3%+23.3pp | 79.8%+18.9pp | 70.2%+28.4pp |
| Annual return | -8.67% | 27.44%-36.1pp | 43.79%-52.5pp | 29.39%-38.1pp |
| Employer contribution / active EE | $35,168 | $2,040+1624.3% | $3,866+809.7% | $2,177+1515.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |