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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 | $69,774+52.2% | $67,561+57.2% | $74,429+42.7% |
| Participation rate | 98.3% | 71.4%+26.9pp | 72.9%+25.4pp | 67.2%+31.0pp |
| Annual return | 11.39% | -40.53%+51.9pp | 3525.44%-3514.1pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $4,899 | $2,710+80.8% | $2,735+79.1% | $2,625+86.6% |
| Participant deferral / active EE | $5,770 | $3,636+58.7% | $4,003+44.2% | $4,348+32.7% |
| Admin fee / account holder | $165 | $890-81.4% | $4,006-95.9% | $1,944-91.5% |