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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 | $59,402-63.5% | $93,654-76.9% | $74,546-70.9% |
| Participation rate | 89.8% | 59.7%+30.2pp | 68.7%+21.1pp | 67.2%+22.6pp |
| Annual return | -10.44% | 81.86%-92.3pp | 133.34%-143.8pp | 1366.03%-1376.5pp |
| Employer contribution / active EE | $885 | $1,265-30.0% | $2,421-63.4% | $2,624-66.3% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |