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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 | $1,494 | $41,151-96.4% | $80,648-98.1% | $71,529-97.9% |
| Participation rate | 90.8% | 50.2%+40.5pp | 67.0%+23.7pp | 67.9%+22.8pp |
| Annual return | -99.87% | 38.49%-138.4pp | 937.21%-1037.1pp | 28.97%-128.8pp |
| Employer contribution / active EE | $7,747 | $1,513+411.9% | $2,724+184.4% | $2,590+199.1% |
| Participant deferral / active EE | $0 | $2,700-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,842-100.0% | $5,382-100.0% | $1,588-100.0% |