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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 | $28 | $73,009-100.0% | $90,760-100.0% | $68,486-100.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -120.16% | -13.81%-106.3pp | -12.16%-108.0pp | -7.85%-112.3pp |
| Employer contribution / active EE | $3,129 | $2,193+42.7% | $2,922+7.1% | $2,597+20.5% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,444-100.0% | $5,404-100.0% |