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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 | $18,335 | $100,801-81.8% | $149,745-87.8% | $73,412-75.0% |
| Participation rate | 97.6% | 77.7%+19.9pp | 82.5%+15.1pp | 72.2%+25.4pp |
| Annual return | -0.83% | 265.34%-266.2pp | 276.72%-277.6pp | 59.30%-60.1pp |
| Employer contribution / active EE | $6,087 | $3,312+83.8% | $4,646+31.0% | $2,234+172.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $1 | $181-99.6% | $9,312-100.0% | $158-99.6% |