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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 | $63,703-98.9% | $93,063-99.3% | $82,448-99.2% |
| Participation rate | 98.3% | 63.8%+34.5pp | 72.1%+26.2pp | 68.1%+30.2pp |
| Annual return | -184.75% | -775.43%+590.7pp | 34.15%-218.9pp | 41.64%-226.4pp |
| Employer contribution / active EE | $14,837 | $1,729+758.3% | $2,476+499.2% | $2,551+481.6% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3 | $5,982-99.9% | $6,033-99.9% | $7,234-100.0% |