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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 | $13,568 | $58,312-76.7% | $86,656-84.3% | $71,529-81.0% |
| Participation rate | 79.8% | 65.0%+14.8pp | 71.7%+8.1pp | 67.9%+11.9pp |
| Annual return | -105.73% | 24.08%-129.8pp | 593.09%-698.8pp | 28.97%-134.7pp |
| Employer contribution / active EE | $20,765 | $2,576+706.0% | $3,025+586.3% | $2,590+701.8% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,619-100.0% | $1,588-100.0% |