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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 | $5,440 | $54,729-90.1% | $86,235-93.7% | $71,529-92.4% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -120.28% | 20.07%-140.3pp | 1170.03%-1290.3pp | 28.97%-149.3pp |
| Employer contribution / active EE | $7,126 | $1,267+462.4% | $2,381+199.3% | $2,590+175.2% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,987-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,921-100.0% | $6,856-100.0% | $1,588-100.0% |