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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 | $69,745+52.5% | $67,511+57.6% | $74,546+42.7% |
| Participation rate | 90.3% | 71.3%+19.0pp | 72.9%+17.5pp | 67.2%+23.1pp |
| Annual return | 10.79% | -40.37%+51.2pp | 3517.41%-3506.6pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $0 | $2,705-100.0% | $2,733-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,286 | $3,636+17.9% | $4,000+7.1% | $4,347-1.4% |
| Admin fee / account holder | $1 | $894-99.9% | $3,999-100.0% | $1,944-100.0% |