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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 | $3,767 | $58,292-93.5% | $86,640-95.7% | $71,511-94.7% |
| Participation rate | 96.0% | 65.0%+31.0pp | 71.7%+24.3pp | 67.9%+28.1pp |
| Annual return | -130.36% | 21.63%-152.0pp | 592.52%-722.9pp | 28.86%-159.2pp |
| Employer contribution / active EE | $8,908 | $2,574+246.1% | $3,024+194.6% | $2,589+244.1% |
| Participant deferral / active EE | $0 | $3,438-100.0% | $4,438-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,616-100.0% | $1,588-100.0% |