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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 | $751 | $64,176-98.8% | $112,263-99.3% | $66,949-98.9% |
| Participation rate | 97.8% | 68.4%+29.4pp | 75.1%+22.7pp | 69.8%+28.0pp |
| Annual return | -1873.83% | -13.80%-1860.0pp | 27.49%-1901.3pp | 1.57%-1875.4pp |
| Employer contribution / active EE | $19,635 | $3,007+553.0% | $3,636+440.0% | $2,545+671.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |