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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 | $1,189 | $76,696-98.5% | $96,538-98.8% | $71,529-98.3% |
| Participation rate | 99.1% | 66.6%+32.6pp | 74.3%+24.8pp | 67.9%+31.2pp |
| Annual return | -181.15% | 48.32%-229.5pp | 35.74%-216.9pp | 28.97%-210.1pp |
| Employer contribution / active EE | $8,085 | $3,032+166.7% | $3,740+116.2% | $2,590+212.2% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $5 | $2,030-99.7% | $6,737-99.9% | $1,588-99.7% |