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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 | $12,308 | $56,640-78.3% | $78,002-84.2% | $55,167-77.7% |
| Participation rate | 99.3% | 73.3%+26.0pp | 75.5%+23.8pp | 69.0%+30.3pp |
| Annual return | 0.38% | 2868.48%-2868.1pp | 425.99%-425.6pp | 169.23%-168.9pp |
| Employer contribution / active EE | $606 | $1,724-64.8% | $2,470-75.5% | $1,963-69.1% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |