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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 | $101,177 | $69,708+45.1% | $67,560+49.8% | $74,478+35.8% |
| Participation rate | 92.4% | 71.4%+21.0pp | 72.9%+19.5pp | 67.2%+25.2pp |
| Annual return | 11.38% | -40.67%+52.0pp | 3533.50%-3522.1pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $2,364 | $2,715-12.9% | $2,737-13.6% | $2,626-10.0% |
| Participant deferral / active EE | $4,157 | $3,637+14.3% | $4,004+3.8% | $4,350-4.4% |
| Admin fee / account holder | $240 | $887-72.9% | $3,994-94.0% | $1,946-87.7% |