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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 | $5,612 | $101,672-94.5% | $147,117-96.2% | $74,478-92.5% |
| Participation rate | 95.2% | 75.5%+19.6pp | 82.2%+13.0pp | 67.2%+28.0pp |
| Annual return | -177.29% | 8757.83%-8935.1pp | 420.54%-597.8pp | 1370.56%-1547.9pp |
| Employer contribution / active EE | $25,904 | $3,813+579.3% | $4,932+425.2% | $2,626+886.3% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |