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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 | $3,078 | $45,109-93.2% | $85,240-96.4% | $77,762-96.0% |
| Participation rate | 85.8% | 48.7%+37.1pp | 67.5%+18.2pp | 70.6%+15.2pp |
| Annual return | -74.37% | 79.55%-153.9pp | 66.75%-141.1pp | 31.27%-105.6pp |
| Employer contribution / active EE | $2,164 | $1,602+35.1% | $2,735-20.9% | $2,728-20.7% |
| Participant deferral / active EE | $0 | $2,814-100.0% | $4,527-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $915-100.0% | $6,165-100.0% | $433-99.9% |