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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 | $8,290 | $60,305-86.3% | $81,780-89.9% | $74,400-88.9% |
| Participation rate | 99.0% | 62.9%+36.2pp | 72.4%+26.7pp | 67.2%+31.8pp |
| Annual return | -54.52% | 16.89%-71.4pp | 776.27%-830.8pp | 1367.51%-1422.0pp |
| Employer contribution / active EE | $8,725 | $2,623+232.6% | $2,914+199.4% | $2,624+232.5% |
| Participant deferral / active EE | $0 | $3,390-100.0% | $4,321-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,484-100.0% | $7,384-100.0% | $1,944-100.0% |