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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 | $7,149 | $59,220-87.9% | $96,572-92.6% | $79,389-91.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 69.8%+30.2pp | 70.7%+29.3pp |
| Annual return | -61.37% | 27.08%-88.5pp | 37.79%-99.2pp | 116.89%-178.3pp |
| Employer contribution / active EE | $6,120 | $1,216+403.2% | $2,357+159.6% | $2,428+152.1% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,850-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,183-100.0% | $626-100.0% |