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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 | $3,435 | $105,210-96.7% | $159,487-97.8% | $85,851-96.0% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.0pp | 69.3%+27.6pp |
| Annual return | -110.70% | 45.08%-155.8pp | 263.71%-374.4pp | 318.63%-429.3pp |
| Employer contribution / active EE | $13,638 | $3,319+310.9% | $4,831+182.3% | $2,565+431.6% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |