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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 | $69,745+0.6% | $67,511+4.0% | $74,546-5.8% |
| Participation rate | 100.0% | 71.3%+28.7pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.60% | -40.37%+52.0pp | 3517.41%-3505.8pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $3,401 | $2,705+25.7% | $2,733+24.5% | $2,624+29.6% |
| Participant deferral / active EE | $4,205 | $3,636+15.6% | $4,000+5.1% | $4,347-3.3% |
| Admin fee / account holder | $51 | $894-94.3% | $3,999-98.7% | $1,944-97.4% |