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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 | $106,381 | $69,771+52.5% | $67,524+57.5% | $74,400+43.0% |
| Participation rate | 90.3% | 71.4%+19.0pp | 72.9%+17.4pp | 67.2%+23.1pp |
| Annual return | 10.79% | -40.49%+51.3pp | 3519.41%-3508.6pp | 1367.51%-1356.7pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,734-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,286 | $3,638+17.8% | $4,001+7.1% | $4,348-1.4% |
| Admin fee / account holder | $1 | $889-99.9% | $4,001-100.0% | $1,944-100.0% |