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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 | $54,069 | $69,774-22.5% | $67,575-20.0% | $74,459-27.4% |
| Participation rate | 89.0% | 71.4%+17.6pp | 72.9%+16.1pp | 67.2%+21.8pp |
| Annual return | 10.52% | -40.53%+51.1pp | 3528.98%-3518.5pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $1,813 | $2,710-33.1% | $2,736-33.7% | $2,626-31.0% |
| 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% |