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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 | $163 | $93,617-99.8% | $135,982-99.9% | $75,177-99.8% |
| Participation rate | 94.8% | 75.2%+19.6pp | 81.9%+12.9pp | 67.2%+27.6pp |
| Annual return | -3052.49% | 30.89%-3083.4pp | 68.32%-3120.8pp | 160.75%-3213.2pp |
| Employer contribution / active EE | $21,949 | $3,538+520.3% | $4,859+351.7% | $2,671+721.7% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |