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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 | $3,333 | $88,186-96.2% | $165,071-98.0% | $74,459-95.5% |
| Participation rate | 97.1% | 73.1%+23.9pp | 78.6%+18.5pp | 67.2%+29.9pp |
| Annual return | -232.47% | 17.13%-249.6pp | 70.17%-302.6pp | 1369.70%-1602.2pp |
| Employer contribution / active EE | $6,042 | $2,600+132.4% | $4,347+39.0% | $2,626+130.1% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,695-100.0% | $1,945-100.0% |