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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 | $3,068 | $54,320-94.4% | $67,652-95.5% | $52,331-94.1% |
| Participation rate | 98.4% | 73.6%+24.8pp | 75.7%+22.7pp | 68.1%+30.3pp |
| Annual return | -170.87% | 6.81%-177.7pp | 6625.40%-6796.3pp | 4.54%-175.4pp |
| Employer contribution / active EE | $10,582 | $1,544+585.5% | $2,266+367.1% | $1,882+462.4% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $527-99.9% | $4,821-100.0% | $592-100.0% |