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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 | $128,118 | $73,988+73.2% | $96,538+32.7% | $75,177+70.4% |
| Participation rate | 86.4% | 66.4%+20.0pp | 74.3%+12.1pp | 67.2%+19.2pp |
| Annual return | -9.15% | 26.73%-35.9pp | 35.74%-44.9pp | 160.75%-169.9pp |
| Employer contribution / active EE | $8,965 | $2,930+205.9% | $3,740+139.7% | $2,671+235.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2 | $5,220-100.0% | $6,737-100.0% | $5,651-100.0% |