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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 | $9,835 | $60,305-83.7% | $81,780-88.0% | $74,400-86.8% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | -138.53% | 16.89%-155.4pp | 776.27%-914.8pp | 1367.51%-1506.0pp |
| Employer contribution / active EE | $22,510 | $2,623+758.2% | $2,914+672.5% | $2,624+757.7% |
| Participant deferral / active EE | $0 | $3,390-100.0% | $4,321-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,484-100.0% | $7,384-100.0% | $1,944-100.0% |