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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 | $2,756 | $47,180-94.2% | $149,723-98.2% | $74,473-96.3% |
| Participation rate | 89.1% | 63.4%+25.7pp | 78.8%+10.3pp | 70.7%+18.4pp |
| Annual return | -73.55% | 22.75%-96.3pp | 134.50%-208.0pp | 34.36%-107.9pp |
| Employer contribution / active EE | $798 | $1,907-58.2% | $4,821-83.5% | $2,638-69.8% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,215-100.0% | $347-100.0% |