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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 | $930 | $77,677-98.8% | $109,188-99.1% | $79,389-98.8% |
| Participation rate | 98.3% | 67.8%+30.5pp | 75.9%+22.4pp | 70.7%+27.6pp |
| Annual return | -151.69% | 23.44%-175.1pp | 25.76%-177.4pp | 116.89%-268.6pp |
| Employer contribution / active EE | $20,531 | $2,798+633.7% | $3,723+451.4% | $2,428+745.6% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |