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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 | $25,128 | $113,016-77.8% | $103,486-75.7% | $74,459-66.3% |
| Participation rate | 99.3% | 80.8%+18.6pp | 80.5%+18.8pp | 67.2%+32.1pp |
| Annual return | -73.68% | 23.24%-96.9pp | 23.93%-97.6pp | 1369.70%-1443.4pp |
| Employer contribution / active EE | $24,527 | $4,881+402.5% | $4,679+424.2% | $2,626+834.1% |
| Participant deferral / active EE | $0 | $7,279-100.0% | $6,628-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,709-100.0% | $9,354-100.0% | $1,945-100.0% |