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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 | $69,774+149.0% | $67,561+157.2% | $74,429+133.4% |
| Participation rate | 95.6% | 71.4%+24.2pp | 72.9%+22.7pp | 67.2%+28.3pp |
| Annual return | 10.80% | -40.53%+51.3pp | 3525.44%-3514.6pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $4,456 | $2,710+64.4% | $2,735+62.9% | $2,625+69.8% |
| Participant deferral / active EE | $7,685 | $3,636+111.4% | $4,003+92.0% | $4,348+76.7% |
| Admin fee / account holder | $100 | $890-88.8% | $4,006-97.5% | $1,944-94.9% |