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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 | $14,269 | $68,681-79.2% | $86,615-83.5% | $85,847-83.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | -56.37% | 20.12%-76.5pp | 63.51%-119.9pp | 318.61%-375.0pp |
| Employer contribution / active EE | $8,246 | $1,880+338.5% | $2,496+230.4% | $2,565+221.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4 | $5,974-99.9% | $5,830-99.9% | $6,261-99.9% |