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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 | $9,456 | $101,653-90.7% | $147,080-93.6% | $74,459-87.3% |
| Participation rate | 82.6% | 75.6%+7.0pp | 82.2%+0.4pp | 67.2%+15.4pp |
| Annual return | -55.86% | 8754.98%-8810.8pp | 420.17%-476.0pp | 1369.70%-1425.6pp |
| Employer contribution / active EE | $5,827 | $3,813+52.8% | $4,933+18.1% | $2,626+121.9% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |