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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 | $11,411 | $135,961-91.6% | $96,707-88.2% | $67,986-83.2% |
| Participation rate | 98.0% | 76.3%+21.7pp | 80.4%+17.6pp | 57.2%+40.8pp |
| Annual return | -134.94% | 31.14%-166.1pp | 34.78%-169.7pp | 31.67%-166.6pp |
| Employer contribution / active EE | $23,575 | $5,011+370.5% | $4,191+462.5% | $2,019+1067.8% |
| Participant deferral / active EE | $0 | $7,360-100.0% | $5,997-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $2,370-100.0% | $7,503-100.0% | $3,203-100.0% |