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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 | $11,144 | $59,456-81.3% | $93,669-88.1% | $74,429-85.0% |
| Participation rate | 90.0% | 59.6%+30.4pp | 68.7%+21.3pp | 67.2%+22.8pp |
| Annual return | 8.54% | 82.00%-73.5pp | 133.59%-125.1pp | 1368.38%-1359.8pp |
| Employer contribution / active EE | $5,613 | $1,266+343.4% | $2,424+131.6% | $2,625+113.8% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,416-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $3,026-100.0% | $8,291-100.0% | $1,944-100.0% |