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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 | $17,382 | $92,303-81.2% | $152,473-88.6% | $86,821-80.0% |
| Participation rate | 93.7% | 81.1%+12.6pp | 78.2%+15.5pp | 72.3%+21.4pp |
| Annual return | -44.35% | 531.69%-576.0pp | 757.59%-801.9pp | 97.94%-142.3pp |
| Employer contribution / active EE | $4,584 | $3,748+22.3% | $4,326+6.0% | $2,406+90.5% |
| Participant deferral / active EE | $0 | $5,599-100.0% | $5,817-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $150-99.9% | $15,811-100.0% | $170-100.0% |