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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 | $1,250 | $81,208-98.5% | $98,920-98.7% | $79,856-98.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | -120.10% | 60.99%-181.1pp | 196.47%-316.6pp | 31.71%-151.8pp |
| Employer contribution / active EE | $4,951 | $1,960+152.6% | $2,689+84.1% | $2,471+100.3% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |