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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 | $14,064 | $79,184-82.2% | $102,438-86.3% | $74,546-81.1% |
| Participation rate | 97.6% | 74.8%+22.8pp | 76.5%+21.1pp | 67.2%+30.4pp |
| Annual return | -48.12% | 54.95%-103.1pp | 29.37%-77.5pp | 1366.03%-1414.2pp |
| Employer contribution / active EE | $3,857 | $2,362+63.3% | $3,024+27.6% | $2,624+47.0% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1 | $2,001-99.9% | $9,448-100.0% | $1,944-99.9% |