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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 | $9,818 | $51,283-80.9% | $95,759-89.7% | $71,529-86.3% |
| Participation rate | 91.6% | 63.1%+28.5pp | 72.3%+19.3pp | 67.9%+23.6pp |
| Annual return | -312.24% | 25.25%-337.5pp | 28.42%-340.7pp | 28.97%-341.2pp |
| Employer contribution / active EE | $16,616 | $1,817+814.3% | $2,836+485.8% | $2,590+541.6% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $4,244-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,135-100.0% | $5,678-100.0% | $1,588-100.0% |