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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 | $3,030 | $104,336-97.1% | $159,455-98.1% | $86,813-96.5% |
| Participation rate | 97.5% | 77.7%+19.8pp | 82.8%+14.7pp | 72.3%+25.2pp |
| Annual return | -99.99% | 26.32%-126.3pp | 263.63%-363.6pp | 97.93%-197.9pp |
| Employer contribution / active EE | $3,626 | $3,451+5.1% | $4,830-24.9% | $2,406+50.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,800-100.0% | $170-100.0% |