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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 | $69,771-7.2% | $67,524-4.1% | $74,400-13.0% |
| Participation rate | 92.0% | 71.4%+20.7pp | 72.9%+19.1pp | 67.2%+24.8pp |
| Annual return | 10.57% | -40.49%+51.1pp | 3519.41%-3508.8pp | 1367.51%-1356.9pp |
| Employer contribution / active EE | $2,298 | $2,710-15.2% | $2,734-15.9% | $2,624-12.4% |
| Participant deferral / active EE | $0 | $3,638-100.0% | $4,001-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $889-100.0% | $4,001-100.0% | $1,944-100.0% |