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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 | $74 | $85,766-99.9% | $136,298-99.9% | $70,126-99.9% |
| Participation rate | 94.9% | 74.2%+20.8pp | 81.9%+13.0pp | 69.5%+25.4pp |
| Annual return | -120.57% | 31.46%-152.0pp | 5156.27%-5276.8pp | 73.15%-193.7pp |
| Employer contribution / active EE | $1,525 | $2,966-48.6% | $4,696-67.5% | $2,343-34.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |