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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 | $737 | $56,540-98.7% | $185,851-99.6% | $86,821-99.2% |
| Participation rate | 90.6% | 65.5%+25.1pp | 81.7%+8.9pp | 72.3%+18.3pp |
| Annual return | -103.16% | 118.20%-221.4pp | 122.11%-225.3pp | 97.94%-201.1pp |
| Employer contribution / active EE | $1,826 | $1,844-1.0% | $5,168-64.7% | $2,406-24.1% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,245-100.0% | $170-100.0% |