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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,642 | $60,504-94.0% | $81,882-95.6% | $74,478-95.1% |
| Participation rate | 99.3% | 62.9%+36.4pp | 72.4%+26.9pp | 67.2%+32.1pp |
| Annual return | -230.17% | 16.91%-247.1pp | 779.47%-1009.6pp | 1370.56%-1600.7pp |
| Employer contribution / active EE | $9,759 | $2,627+271.6% | $2,916+234.7% | $2,626+271.6% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,492-100.0% | $7,360-100.0% | $1,946-100.0% |