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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 | $15 | $82,163-100.0% | $125,363-100.0% | $64,814-100.0% |
| Participation rate | 97.4% | 77.9%+19.5pp | 82.4%+15.0pp | 71.5%+25.9pp |
| Annual return | -199.44% | 3.49%-202.9pp | 572.15%-771.6pp | 32.84%-232.3pp |
| Employer contribution / active EE | $4,434 | $3,616+22.6% | $4,815-7.9% | $2,507+76.9% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,447-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,005-100.0% | $188-100.0% |