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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 | $50,720 | $69,774-27.3% | $67,561-24.9% | $74,429-31.9% |
| Participation rate | 86.0% | 71.4%+14.6pp | 72.9%+13.1pp | 67.2%+18.7pp |
| Annual return | 9.78% | -40.53%+50.3pp | 3525.44%-3515.7pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $7,513 | $2,710+177.2% | $2,735+174.7% | $2,625+186.2% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $890-100.0% | $4,006-100.0% | $1,944-100.0% |