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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 | $69,745+4.9% | $67,511+8.4% | $74,546-1.8% |
| Participation rate | 94.0% | 71.3%+22.6pp | 72.9%+21.1pp | 67.2%+26.8pp |
| Annual return | 1.57% | -40.37%+41.9pp | 3517.41%-3515.8pp | 1366.03%-1364.5pp |
| Employer contribution / active EE | $2,863 | $2,705+5.8% | $2,733+4.8% | $2,624+9.1% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |