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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 | $3,315 | $56,054-94.1% | $171,082-98.1% | $62,881-94.7% |
| Participation rate | 97.8% | 62.9%+35.0pp | 76.7%+21.2pp | 69.3%+28.5pp |
| Annual return | -57.94% | 22.52%-80.5pp | 32.56%-90.5pp | 20.14%-78.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |