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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 | $73,183 | $69,708+5.0% | $67,560+8.3% | $74,478-1.7% |
| Participation rate | 94.0% | 71.4%+22.5pp | 72.9%+21.0pp | 67.2%+26.7pp |
| Annual return | 1.57% | -40.67%+42.2pp | 3533.50%-3531.9pp | 1370.56%-1369.0pp |
| Employer contribution / active EE | $2,863 | $2,715+5.5% | $2,737+4.6% | $2,626+9.0% |
| Participant deferral / active EE | $0 | $3,637-100.0% | $4,004-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |