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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 | $386 | $53,204-99.3% | $155,556-99.8% | $200,096-99.8% |
| Participation rate | 94.2% | 64.1%+30.1pp | 78.2%+16.0pp | 72.0%+22.2pp |
| Annual return | -101.11% | 41.02%-142.1pp | 64.84%-165.9pp | 34.26%-135.4pp |
| Employer contribution / active EE | $462 | $1,850-75.0% | $4,675-90.1% | $3,038-84.8% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $15,885-100.0% | $269-100.0% |