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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 | $12,086 | $48,744-75.2% | $93,669-87.1% | $199,921-94.0% |
| Participation rate | 99.5% | 63.7%+35.8pp | 68.7%+30.8pp | 72.0%+27.5pp |
| Annual return | -41.62% | 15.36%-57.0pp | 133.59%-175.2pp | 34.28%-75.9pp |
| Employer contribution / active EE | $5,634 | $1,140+394.2% | $2,424+132.5% | $3,035+85.6% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $4,416-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $8,291-100.0% | $269-100.0% |