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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 | $11,989 | $45,022-73.4% | $85,126-85.9% | $77,714-84.6% |
| Participation rate | 99.1% | 48.7%+50.4pp | 67.5%+31.5pp | 70.6%+28.5pp |
| Annual return | -85.39% | 79.38%-164.8pp | 66.63%-152.0pp | 31.26%-116.7pp |
| Employer contribution / active EE | $10,844 | $1,610+573.6% | $2,731+297.0% | $2,727+297.7% |
| Participant deferral / active EE | $0 | $2,811-100.0% | $4,523-100.0% | $4,649-100.0% |
| Admin fee / account holder | $1 | $913-99.9% | $6,160-100.0% | $433-99.9% |