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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 | $101,591-98.2% | $147,096-98.8% | $74,429-97.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -584.17% | 8746.45%-9330.6pp | 419.75%-1003.9pp | 1368.38%-1952.6pp |
| Employer contribution / active EE | $18,342 | $3,813+381.1% | $4,936+271.6% | $2,625+598.8% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $14 | $1,750-99.2% | $13,005-99.9% | $1,944-99.3% |