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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 | $1,781 | $101,672-98.2% | $147,117-98.8% | $74,478-97.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -584.17% | 8757.83%-9342.0pp | 420.54%-1004.7pp | 1370.56%-1954.7pp |
| Employer contribution / active EE | $18,342 | $3,813+381.0% | $4,932+271.9% | $2,626+598.4% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $14 | $1,753-99.2% | $12,993-99.9% | $1,946-99.3% |