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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 | $1,613 | $55,453-97.1% | $170,435-99.1% | $62,293-97.4% |
| Participation rate | 96.5% | 66.4%+30.1pp | 83.6%+12.9pp | 69.5%+27.0pp |
| Annual return | -264.84% | 21.38%-286.2pp | 205.94%-470.8pp | 28.90%-293.7pp |
| Employer contribution / active EE | $4,422 | $2,164+104.4% | $5,432-18.6% | $2,042+116.5% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |