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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 | $4,523 | $80,763-94.4% | $102,412-95.6% | $74,459-93.9% |
| Participation rate | 89.4% | 65.7%+23.7pp | 74.5%+14.9pp | 67.2%+22.2pp |
| Annual return | -97.61% | 27.57%-125.2pp | 24.94%-122.5pp | 1369.70%-1467.3pp |
| Employer contribution / active EE | $5,162 | $3,160+63.4% | $3,870+33.4% | $2,626+96.6% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |