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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 | $106,203 | $69,708+52.4% | $67,560+57.2% | $74,478+42.6% |
| Participation rate | 98.3% | 71.4%+26.8pp | 72.9%+25.3pp | 67.2%+31.0pp |
| Annual return | 11.39% | -40.67%+52.1pp | 3533.50%-3522.1pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $4,899 | $2,715+80.5% | $2,737+79.0% | $2,626+86.5% |
| Participant deferral / active EE | $5,770 | $3,637+58.7% | $4,004+44.1% | $4,350+32.6% |
| Admin fee / account holder | $165 | $887-81.4% | $3,994-95.9% | $1,946-91.5% |