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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 | $46,765 | $69,708-32.9% | $67,560-30.8% | $74,478-37.2% |
| Participation rate | 82.2% | 71.4%+10.8pp | 72.9%+9.3pp | 67.2%+15.0pp |
| Annual return | 10.06% | -40.67%+50.7pp | 3533.50%-3523.4pp | 1370.56%-1360.5pp |
| Employer contribution / active EE | $2,003 | $2,715-26.2% | $2,737-26.8% | $2,626-23.7% |
| Participant deferral / active EE | $2,010 | $3,637-44.7% | $4,004-49.8% | $4,350-53.8% |
| Admin fee / account holder | $48 | $887-94.6% | $3,994-98.8% | $1,946-97.5% |