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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 | $18,674 | $73,638-74.6% | $108,405-82.8% | $79,391-76.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | -61.27% | 33.27%-94.5pp | 905.55%-966.8pp | 116.88%-178.2pp |
| Employer contribution / active EE | $4,145 | $2,397+72.9% | $3,559+16.5% | $2,428+70.7% |
| Participant deferral / active EE | $0 | $6,218-100.0% | $6,563-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $7,297-100.0% | $627-100.0% |