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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 | $69,745-32.9% | $67,511-30.7% | $74,546-37.3% |
| Participation rate | 82.2% | 71.3%+10.9pp | 72.9%+9.3pp | 67.2%+15.0pp |
| Annual return | 10.06% | -40.37%+50.4pp | 3517.41%-3507.3pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $2,003 | $2,705-26.0% | $2,733-26.7% | $2,624-23.7% |
| Participant deferral / active EE | $2,010 | $3,636-44.7% | $4,000-49.7% | $4,347-53.8% |
| Admin fee / account holder | $48 | $894-94.6% | $3,999-98.8% | $1,944-97.5% |