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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 | $69,708-27.2% | $67,560-24.9% | $74,478-31.9% |
| Participation rate | 86.0% | 71.4%+14.5pp | 72.9%+13.0pp | 67.2%+18.7pp |
| Annual return | 9.78% | -40.67%+50.5pp | 3533.50%-3523.7pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $7,513 | $2,715+176.8% | $2,737+174.5% | $2,626+186.1% |
| Participant deferral / active EE | $0 | $3,637-100.0% | $4,004-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |