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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 | $70,192 | $69,708+0.7% | $67,560+3.9% | $74,478-5.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.60% | -40.67%+52.3pp | 3533.50%-3521.9pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $3,401 | $2,715+25.3% | $2,737+24.3% | $2,626+29.5% |
| Participant deferral / active EE | $4,205 | $3,637+15.6% | $4,004+5.0% | $4,350-3.3% |
| Admin fee / account holder | $51 | $887-94.3% | $3,994-98.7% | $1,946-97.4% |