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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 | $3,333 | $88,137-96.2% | $164,975-98.0% | $74,429-95.5% |
| Participation rate | 97.1% | 73.1%+24.0pp | 78.6%+18.5pp | 67.2%+29.9pp |
| Annual return | -232.47% | 17.13%-249.6pp | 70.12%-302.6pp | 1368.38%-1600.9pp |
| Employer contribution / active EE | $6,042 | $2,597+132.6% | $4,343+39.1% | $2,625+130.2% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |