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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 | $305 | $72,620-99.6% | $90,760-99.7% | $66,938-99.5% |
| Participation rate | 98.2% | 73.7%+24.5pp | 75.7%+22.5pp | 69.8%+28.4pp |
| Annual return | -166.56% | -12.28%-154.3pp | -12.16%-154.4pp | 1.58%-168.1pp |
| Employer contribution / active EE | $1,522 | $2,369-35.8% | $2,922-47.9% | $2,545-40.2% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,444-100.0% | $594-100.0% |