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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 | $7,315 | $56,197-87.0% | $67,652-89.2% | $59,633-87.7% |
| Participation rate | 94.9% | 71.5%+23.5pp | 75.7%+19.3pp | 68.7%+26.3pp |
| Annual return | -70.36% | 18508.10%-18578.5pp | 6625.40%-6695.8pp | 2041.45%-2111.8pp |
| Employer contribution / active EE | $4,575 | $1,615+183.3% | $2,266+101.9% | $2,203+107.7% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |