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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 | $672 | $45,000-98.5% | $143,797-99.5% | $77,906-99.1% |
| Participation rate | 76.9% | 66.8%+10.0pp | 80.3%-3.5pp | 73.7%+3.2pp |
| Annual return | -92.47% | 29.03%-121.5pp | -0.04%-92.4pp | 12.16%-104.6pp |
| Employer contribution / active EE | $627 | $1,870-66.5% | $4,952-87.3% | $2,846-78.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $14,679-100.0% | $133-100.0% |