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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 | $4,815 | $72,639-93.4% | $90,766-94.7% | $66,949-92.8% |
| Participation rate | 82.6% | 73.7%+8.9pp | 75.7%+6.9pp | 69.8%+12.8pp |
| Annual return | -112.83% | -12.28%-100.6pp | -12.16%-100.7pp | 1.57%-114.4pp |
| Employer contribution / active EE | $5,857 | $2,369+147.2% | $2,922+100.5% | $2,545+130.1% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $1 | $708-99.9% | $8,446-100.0% | $594-99.9% |