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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 | $15,936 | $101,672-84.3% | $147,117-89.2% | $74,478-78.6% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.5pp |
| Annual return | -56.65% | 8757.83%-8814.5pp | 420.54%-477.2pp | 1370.56%-1427.2pp |
| Employer contribution / active EE | $11,290 | $3,813+196.1% | $4,932+128.9% | $2,626+329.9% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |