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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 | $2,891 | $70,917-95.9% | $98,920-97.1% | $73,497-96.1% |
| Participation rate | 99.2% | 73.8%+25.4pp | 76.0%+23.1pp | 70.7%+28.5pp |
| Annual return | -111.39% | 34.18%-145.6pp | 196.47%-307.9pp | 28.51%-139.9pp |
| Employer contribution / active EE | $4,774 | $2,037+134.4% | $2,689+77.5% | $2,270+110.3% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,643-100.0% | $513-100.0% |