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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 | $173,734 | $69,708+149.2% | $67,560+157.2% | $74,478+133.3% |
| Participation rate | 95.6% | 71.4%+24.1pp | 72.9%+22.6pp | 67.2%+28.3pp |
| Annual return | 10.80% | -40.67%+51.5pp | 3533.50%-3522.7pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $4,456 | $2,715+64.1% | $2,737+62.8% | $2,626+69.7% |
| Participant deferral / active EE | $7,685 | $3,637+111.3% | $4,004+91.9% | $4,350+76.7% |
| Admin fee / account holder | $100 | $887-88.8% | $3,994-97.5% | $1,946-94.9% |