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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 | $10,241 | $101,591-89.9% | $147,096-93.0% | $74,429-86.2% |
| Participation rate | 92.4% | 75.5%+16.9pp | 82.2%+10.2pp | 67.2%+25.2pp |
| Annual return | -76.66% | 8746.45%-8823.1pp | 419.75%-496.4pp | 1368.38%-1445.0pp |
| Employer contribution / active EE | $5,859 | $3,813+53.7% | $4,936+18.7% | $2,625+123.2% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |