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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 | $4,906 | $78,636-93.8% | $105,607-95.4% | $74,459-93.4% |
| Participation rate | 99.6% | 72.8%+26.8pp | 75.3%+24.3pp | 67.2%+32.3pp |
| Annual return | -187.88% | 15.96%-203.8pp | 116.11%-304.0pp | 1369.70%-1557.6pp |
| Employer contribution / active EE | $22,019 | $2,523+772.7% | $3,167+595.3% | $2,626+738.6% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,011-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,958-100.0% | $1,945-100.0% |