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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 | $3,450 | $58,923-94.1% | $97,167-96.4% | $74,546-95.4% |
| Participation rate | 96.4% | 63.6%+32.8pp | 72.7%+23.7pp | 67.2%+29.2pp |
| Annual return | -141.70% | 16.04%-157.7pp | 75.27%-217.0pp | 1366.03%-1507.7pp |
| Employer contribution / active EE | $6,894 | $1,894+264.0% | $2,729+152.6% | $2,624+162.7% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $4,264-100.0% | $4,347-100.0% |
| Admin fee / account holder | -$113,964 | $1,974-5874.4% | $5,650-2117.0% | $1,944-5963.6% |