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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 | $5,950 | $26,479-77.5% | $74,722-92.0% | $77,775-92.3% |
| Participation rate | 100.0% | 37.6%+62.4pp | 54.5%+45.5pp | 73.2%+26.8pp |
| Annual return | -0.68% | 38.31%-39.0pp | 753.11%-753.8pp | 32.58%-33.3pp |
| Employer contribution / active EE | $437 | $440-0.5% | $1,084-59.7% | $2,504-82.5% |
| Participant deferral / active EE | $0 | $1,074-100.0% | $1,963-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $119-100.0% | $3,335-100.0% | $100-100.0% |