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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 | $862 | $96,805-99.1% | $153,741-99.4% | $77,762-98.9% |
| Participation rate | 99.6% | 81.6%+18.0pp | 77.1%+22.5pp | 70.6%+29.0pp |
| Annual return | -278.47% | 14.39%-292.9pp | 15.71%-294.2pp | 31.27%-309.7pp |
| Employer contribution / active EE | $25,275 | $5,232+383.0% | $5,042+401.3% | $2,728+826.5% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,757-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $182-99.8% | $12,749-100.0% | $433-99.9% |