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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 | $7,128 | $54,320-86.9% | $67,652-89.5% | $52,331-86.4% |
| Participation rate | 99.2% | 73.6%+25.6pp | 75.7%+23.5pp | 68.1%+31.1pp |
| Annual return | -371.65% | 6.81%-378.5pp | 6625.40%-6997.0pp | 4.54%-376.2pp |
| Employer contribution / active EE | $14,138 | $1,544+815.8% | $2,266+524.0% | $1,882+651.3% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |