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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 | $3,673 | $49,471-92.6% | $79,583-95.4% | $66,949-94.5% |
| Participation rate | 88.3% | 61.4%+26.9pp | 69.5%+18.8pp | 69.8%+18.5pp |
| Annual return | -125.31% | 84.30%-209.6pp | 0.16%-125.5pp | 1.57%-126.9pp |
| Employer contribution / active EE | $6,020 | $1,266+375.5% | $2,414+149.4% | $2,545+136.5% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $3,986-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,835-100.0% | $594-100.0% |