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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 | $101,539-84.3% | $147,041-89.2% | $74,400-78.6% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.5pp |
| Annual return | -56.65% | 8740.84%-8797.5pp | 419.21%-475.9pp | 1367.51%-1424.2pp |
| Employer contribution / active EE | $11,290 | $3,811+196.2% | $4,935+128.8% | $2,624+330.2% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,749-100.0% | $13,006-100.0% | $1,944-100.0% |