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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% | $67,575-24.9% | $74,459-31.9% |
| Participation rate | 86.0% | 71.4%+14.6pp | 72.9%+13.1pp | 67.2%+18.7pp |
| Annual return | 9.78% | -40.53%+50.3pp | 3528.98%-3519.2pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $7,513 | $2,710+177.2% | $2,736+174.7% | $2,626+186.1% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $890-100.0% | $3,993-100.0% | $1,945-100.0% |