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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 | $69,774+0.6% | $67,561+3.9% | $74,429-5.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.60% | -40.53%+52.1pp | 3525.44%-3513.8pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $3,401 | $2,710+25.5% | $2,735+24.4% | $2,625+29.6% |
| Participant deferral / active EE | $4,205 | $3,636+15.6% | $4,003+5.0% | $4,348-3.3% |
| Admin fee / account holder | $51 | $890-94.3% | $4,006-98.7% | $1,944-97.4% |