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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 | $69,774-33.0% | $67,561-30.8% | $74,429-37.2% |
| Participation rate | 82.2% | 71.4%+10.9pp | 72.9%+9.3pp | 67.2%+15.0pp |
| Annual return | 10.06% | -40.53%+50.6pp | 3525.44%-3515.4pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $2,003 | $2,710-26.1% | $2,735-26.8% | $2,625-23.7% |
| Participant deferral / active EE | $2,010 | $3,636-44.7% | $4,003-49.8% | $4,348-53.8% |
| Admin fee / account holder | $48 | $890-94.6% | $4,006-98.8% | $1,944-97.5% |