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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 | $1,708 | $110,240-98.5% | $96,544-98.2% | $139,487-98.8% |
| Participation rate | 95.8% | 78.1%+17.7pp | 76.0%+19.8pp | 80.3%+15.5pp |
| Annual return | -120.12% | 26.41%-146.5pp | 25.88%-146.0pp | 373.84%-494.0pp |
| Employer contribution / active EE | $12,415 | $3,622+242.7% | $2,966+318.5% | $4,755+161.1% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |