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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 | $18,871 | $104,479-81.9% | $159,474-88.2% | $79,391-76.2% |
| Participation rate | 98.1% | 76.6%+21.5pp | 82.8%+15.2pp | 70.7%+27.4pp |
| Annual return | -95.29% | 67.98%-163.3pp | 263.68%-359.0pp | 116.88%-212.2pp |
| Employer contribution / active EE | $22,013 | $3,417+544.2% | $4,831+355.7% | $2,428+806.7% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,802-100.0% | $627-100.0% |