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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 | $69,774+4.9% | $67,575+8.3% | $74,459-1.7% |
| Participation rate | 94.0% | 71.4%+22.6pp | 72.9%+21.1pp | 67.2%+26.7pp |
| Annual return | 1.57% | -40.53%+42.1pp | 3528.98%-3527.4pp | 1369.70%-1368.1pp |
| Employer contribution / active EE | $2,863 | $2,710+5.6% | $2,736+4.7% | $2,626+9.0% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $890-100.0% | $3,993-100.0% | $1,945-100.0% |