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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 | $69,745+45.1% | $67,511+49.9% | $74,546+35.7% |
| Participation rate | 92.4% | 71.3%+21.1pp | 72.9%+19.5pp | 67.2%+25.2pp |
| Annual return | 11.38% | -40.37%+51.7pp | 3517.41%-3506.0pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $2,364 | $2,705-12.6% | $2,733-13.5% | $2,624-9.9% |
| Participant deferral / active EE | $4,157 | $3,636+14.3% | $4,000+3.9% | $4,347-4.4% |
| Admin fee / account holder | $240 | $894-73.2% | $3,999-94.0% | $1,944-87.7% |