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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 | $166 | $82,678-99.8% | $125,391-99.9% | $68,490-99.8% |
| Participation rate | 98.3% | 75.1%+23.2pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | -249.67% | -5.97%-243.7pp | 572.41%-822.1pp | -7.85%-241.8pp |
| Employer contribution / active EE | $20,718 | $3,382+512.6% | $4,816+330.2% | $2,597+697.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |