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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 | $7,937 | $61,356-87.1% | $149,696-94.7% | $71,511-88.9% |
| Participation rate | 97.9% | 62.5%+35.4pp | 78.8%+19.1pp | 67.9%+30.0pp |
| Annual return | -209.14% | 35.86%-245.0pp | 134.46%-343.6pp | 28.86%-238.0pp |
| Employer contribution / active EE | $17,884 | $2,382+650.9% | $4,821+271.0% | $2,589+590.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,263-100.0% | $13,212-100.0% | $1,588-100.0% |