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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 | $315 | $63,314-99.5% | $91,004-99.7% | $62,293-99.5% |
| Participation rate | 99.3% | 73.3%+25.9pp | 75.6%+23.7pp | 69.5%+29.7pp |
| Annual return | -122.14% | 21.00%-143.1pp | 4.60%-126.7pp | 28.90%-151.0pp |
| Employer contribution / active EE | $3,589 | $1,807+98.6% | $2,456+46.2% | $2,042+75.8% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |