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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 | $5,733 | $54,729-89.5% | $86,235-93.4% | $71,529-92.0% |
| Participation rate | 89.7% | 60.1%+29.6pp | 69.0%+20.7pp | 67.9%+21.8pp |
| Annual return | -92.75% | 20.07%-112.8pp | 1170.03%-1262.8pp | 28.97%-121.7pp |
| Employer contribution / active EE | $6,058 | $1,267+378.1% | $2,381+154.4% | $2,590+133.9% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,987-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,921-100.0% | $6,856-100.0% | $1,588-100.0% |