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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 | $3,450 | $59,006-94.2% | $97,161-96.4% | $74,400-95.4% |
| Participation rate | 96.4% | 63.7%+32.7pp | 72.7%+23.7pp | 67.2%+29.2pp |
| Annual return | -141.70% | 16.04%-157.7pp | 75.36%-217.1pp | 1367.51%-1509.2pp |
| Employer contribution / active EE | $6,894 | $1,894+264.0% | $2,723+153.1% | $2,624+162.7% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,265-100.0% | $4,348-100.0% |
| Admin fee / account holder | -$113,964 | $1,974-5873.2% | $5,647-2118.1% | $1,944-5963.6% |