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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 | $2,655 | $91,474-97.1% | $135,982-98.0% | $71,529-96.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | -180.24% | 29.89%-210.1pp | 68.32%-248.6pp | 28.97%-209.2pp |
| Employer contribution / active EE | $17,885 | $3,705+382.7% | $4,859+268.1% | $2,590+590.6% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $15 | $1,267-98.8% | $10,767-99.9% | $1,588-99.1% |