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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 | $69,774+45.0% | $67,561+49.8% | $74,429+35.9% |
| Participation rate | 92.4% | 71.4%+21.0pp | 72.9%+19.5pp | 67.2%+25.2pp |
| Annual return | 11.38% | -40.53%+51.9pp | 3525.44%-3514.1pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $2,364 | $2,710-12.8% | $2,735-13.6% | $2,625-10.0% |
| Participant deferral / active EE | $4,157 | $3,636+14.3% | $4,003+3.8% | $4,348-4.4% |
| Admin fee / account holder | $240 | $890-73.0% | $4,006-94.0% | $1,944-87.7% |