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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 | $69,774+52.5% | $67,575+57.4% | $74,459+42.9% |
| Participation rate | 90.3% | 71.4%+19.0pp | 72.9%+17.4pp | 67.2%+23.1pp |
| Annual return | 10.79% | -40.53%+51.3pp | 3528.98%-3518.2pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,286 | $3,636+17.9% | $4,003+7.0% | $4,350-1.5% |
| Admin fee / account holder | $1 | $890-99.9% | $3,993-100.0% | $1,945-100.0% |