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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 | $9,768 | $88,203-88.9% | $165,100-94.1% | $74,478-86.9% |
| Participation rate | 98.1% | 73.1%+25.0pp | 78.6%+19.5pp | 67.2%+30.9pp |
| Annual return | -87.32% | 17.13%-104.5pp | 70.21%-157.5pp | 1370.56%-1457.9pp |
| Employer contribution / active EE | $6,393 | $2,601+145.8% | $4,348+47.0% | $2,626+143.4% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |