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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 | $45,022-93.2% | $85,126-96.4% | $77,714-96.0% |
| Participation rate | 85.8% | 48.7%+37.1pp | 67.5%+18.2pp | 70.6%+15.2pp |
| Annual return | -74.37% | 79.38%-153.8pp | 66.63%-141.0pp | 31.26%-105.6pp |
| Employer contribution / active EE | $2,164 | $1,610+34.4% | $2,731-20.8% | $2,727-20.6% |
| Participant deferral / active EE | $0 | $2,811-100.0% | $4,523-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $913-100.0% | $6,160-100.0% | $433-99.9% |