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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 | $6,149 | $62,409-90.1% | $120,574-94.9% | $74,459-91.7% |
| Participation rate | 89.6% | 56.8%+32.8pp | 71.9%+17.6pp | 67.2%+22.3pp |
| Annual return | -89.18% | 18.62%-107.8pp | 107.42%-196.6pp | 1369.70%-1458.9pp |
| Employer contribution / active EE | $3,076 | $1,847+66.6% | $3,471-11.4% | $2,626+17.1% |
| Participant deferral / active EE | $0 | $2,888-100.0% | $4,996-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,394-100.0% | $9,445-100.0% | $1,945-100.0% |