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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 | $21,666 | $59,467-63.6% | $93,727-76.9% | $74,478-70.9% |
| Participation rate | 89.8% | 59.6%+30.2pp | 68.7%+21.1pp | 67.2%+22.6pp |
| Annual return | -10.44% | 82.14%-92.6pp | 133.83%-144.3pp | 1370.56%-1381.0pp |
| Employer contribution / active EE | $885 | $1,267-30.1% | $2,421-63.4% | $2,626-66.3% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |