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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 | $6,232 | $50,919-87.8% | $155,556-96.0% | $77,762-92.0% |
| Participation rate | 99.0% | 63.1%+35.9pp | 78.2%+20.8pp | 70.6%+28.4pp |
| Annual return | -205.62% | 34.84%-240.5pp | 64.84%-270.5pp | 31.27%-236.9pp |
| Employer contribution / active EE | $13,634 | $1,991+584.6% | $4,675+191.6% | $2,728+399.8% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,885-100.0% | $433-100.0% |