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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 | $29 | $46,325-99.9% | $143,788-100.0% | $64,814-100.0% |
| Participation rate | 81.4% | 64.2%+17.1pp | 80.3%+1.0pp | 71.5%+9.9pp |
| Annual return | -537.18% | -10.05%-527.1pp | -0.03%-537.1pp | 32.84%-570.0pp |
| Employer contribution / active EE | $8,304 | $1,911+334.5% | $4,952+67.7% | $2,507+231.3% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,675-100.0% | $188-100.0% |