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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 | $6,033 | $64,176-90.6% | $112,263-94.6% | $66,949-91.0% |
| Participation rate | 96.4% | 68.4%+27.9pp | 75.1%+21.3pp | 69.8%+26.5pp |
| Annual return | -119.11% | -13.80%-105.3pp | 27.49%-146.6pp | 1.57%-120.7pp |
| Employer contribution / active EE | $8,578 | $3,007+185.3% | $3,636+135.9% | $2,545+237.0% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |