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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 | $10,165 | $104,497-90.3% | $159,487-93.6% | $79,389-87.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | -121.68% | 67.98%-189.7pp | 263.71%-385.4pp | 116.89%-238.6pp |
| Employer contribution / active EE | $16,916 | $3,418+395.0% | $4,831+250.1% | $2,428+596.7% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |