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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 | $1,468 | $78,529-98.1% | $105,591-98.6% | $74,400-98.0% |
| Participation rate | 93.5% | 72.8%+20.7pp | 75.3%+18.2pp | 67.2%+26.3pp |
| Annual return | -422.81% | 15.94%-438.7pp | 116.43%-539.2pp | 1367.51%-1790.3pp |
| Employer contribution / active EE | $6,608 | $2,522+162.0% | $3,166+108.7% | $2,624+151.8% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,008-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,216-100.0% | $11,024-100.0% | $1,944-100.0% |