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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 | $6,911 | $59,006-88.3% | $97,295-92.9% | $74,478-90.7% |
| Participation rate | 99.1% | 63.7%+35.4pp | 72.7%+26.4pp | 67.2%+31.9pp |
| Annual return | -140.88% | 16.04%-156.9pp | 75.62%-216.5pp | 1370.56%-1511.4pp |
| Employer contribution / active EE | $14,548 | $1,894+668.2% | $2,723+434.3% | $2,626+453.9% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,264-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,646-100.0% | $1,946-100.0% |