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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 | $1,783 | $57,752-96.9% | $112,273-98.4% | $71,511-97.5% |
| Participation rate | 96.6% | 58.8%+37.8pp | 72.4%+24.2pp | 67.9%+28.7pp |
| Annual return | -188.73% | 18.25%-207.0pp | 30.23%-219.0pp | 28.86%-217.6pp |
| Employer contribution / active EE | $5,936 | $1,912+210.4% | $3,431+73.0% | $2,589+129.3% |
| Participant deferral / active EE | $0 | $2,860-100.0% | $4,800-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,586-100.0% | $7,752-100.0% | $1,588-100.0% |