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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 | $5 | $30,979-100.0% | $67,711-100.0% | $59,188-100.0% |
| Participation rate | 85.4% | 40.5%+44.9pp | 67.5%+17.9pp | 69.4%+16.0pp |
| Annual return | -1155.94% | -1.74%-1154.2pp | 25.41%-1181.3pp | 5.51%-1161.4pp |
| Employer contribution / active EE | $1,494 | $807+85.1% | $2,559-41.6% | $2,098-28.8% |
| Participant deferral / active EE | $0 | $1,603-100.0% | $3,585-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $4,255-100.0% | $92-100.0% |