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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 | $7,632 | $77,145-90.1% | $108,410-93.0% | $85,854-91.1% |
| Participation rate | 98.2% | 74.7%+23.6pp | 80.1%+18.1pp | 69.3%+28.9pp |
| Annual return | -5.16% | 44.54%-49.7pp | 905.34%-910.5pp | 318.56%-323.7pp |
| Employer contribution / active EE | $6,798 | $2,379+185.7% | $3,558+91.0% | $2,565+165.0% |
| Participant deferral / active EE | $0 | $5,566-100.0% | $6,562-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,172-100.0% | $7,296-100.0% | $6,260-100.0% |