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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 | $21,121 | $78,682-73.2% | $109,188-80.7% | $85,851-75.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | -61.83% | 25.09%-86.9pp | 25.76%-87.6pp | 318.63%-380.5pp |
| Employer contribution / active EE | $28,846 | $2,734+955.2% | $3,723+674.8% | $2,565+1024.4% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,755-100.0% | $6,261-100.0% |