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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 | $6,257 | $69,848-91.0% | $115,756-94.6% | $66,938-90.7% |
| Participation rate | 95.6% | 70.6%+25.0pp | 77.1%+18.5pp | 69.8%+25.8pp |
| Annual return | -52.74% | 969.66%-1022.4pp | 143.14%-195.9pp | 1.58%-54.3pp |
| Employer contribution / active EE | $5,464 | $2,613+109.2% | $3,793+44.1% | $2,545+114.7% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $8,124-100.0% | $594-100.0% |