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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 | $6,995 | $82,678-91.5% | $125,391-94.4% | $68,490-89.8% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -113.97% | -5.97%-108.0pp | 572.41%-686.4pp | -7.85%-106.1pp |
| Employer contribution / active EE | $25,353 | $3,382+649.6% | $4,816+426.5% | $2,597+876.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |