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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 | $1,661 | $37,196-95.5% | $154,108-98.9% | $55,725-97.0% |
| Participation rate | 91.7% | 64.1%+27.6pp | 83.0%+8.7pp | 70.9%+20.9pp |
| Annual return | -95.40% | 1319.68%-1415.1pp | 735.21%-830.6pp | 244.93%-340.3pp |
| Employer contribution / active EE | $2,400 | $1,614+48.7% | $5,298-54.7% | $2,078+15.5% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |