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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 | $64,745 | $69,774-7.2% | $67,575-4.2% | $74,459-13.0% |
| Participation rate | 92.0% | 71.4%+20.6pp | 72.9%+19.1pp | 67.2%+24.8pp |
| Annual return | 10.57% | -40.53%+51.1pp | 3528.98%-3518.4pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $2,298 | $2,710-15.2% | $2,736-16.0% | $2,626-12.5% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $890-100.0% | $3,993-100.0% | $1,945-100.0% |