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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 | $670 | $73,107-99.1% | $114,563-99.4% | $87,485-99.2% |
| Participation rate | 98.3% | 65.8%+32.5pp | 72.9%+25.4pp | 68.9%+29.4pp |
| Annual return | -184.75% | 19.47%-204.2pp | 241.09%-425.8pp | 26.06%-210.8pp |
| Employer contribution / active EE | $14,837 | $1,881+688.7% | $2,592+472.4% | $2,596+471.5% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3 | $5,770-99.9% | $7,623-100.0% | $7,775-100.0% |