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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 | $1,227 | $58,093-97.9% | $80,022-98.5% | $56,289-97.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -987.53% | 34.63%-1022.2pp | 11.22%-998.7pp | -9.96%-977.6pp |
| Employer contribution / active EE | $3,981 | $1,933+106.0% | $2,468+61.3% | $2,111+88.6% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |