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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 | $101,653-98.2% | $147,080-98.8% | $74,459-97.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -584.17% | 8754.98%-9339.1pp | 420.17%-1004.3pp | 1369.70%-1953.9pp |
| Employer contribution / active EE | $18,342 | $3,813+381.0% | $4,933+271.8% | $2,626+598.5% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $14 | $1,752-99.2% | $12,989-99.9% | $1,945-99.3% |