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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 | $5,536 | $56,443-90.2% | $83,831-93.4% | $55,725-90.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -6.95% | 393.67%-400.6pp | 850.99%-857.9pp | 244.93%-251.9pp |
| Employer contribution / active EE | $2,414 | $2,682-10.0% | $3,631-33.5% | $2,078+16.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $35 | $156-77.7% | $5,479-99.4% | $115-69.7% |