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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 | $2,907 | $62,393-95.3% | $120,580-97.6% | $74,478-96.1% |
| Participation rate | 96.6% | 56.8%+39.8pp | 72.0%+24.7pp | 67.2%+29.4pp |
| Annual return | -241.45% | 18.61%-260.1pp | 107.48%-348.9pp | 1370.56%-1612.0pp |
| Employer contribution / active EE | $5,936 | $1,845+221.8% | $3,469+71.1% | $2,626+126.0% |
| Participant deferral / active EE | $0 | $2,886-100.0% | $4,995-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $9,418-100.0% | $1,946-100.0% |