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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 | $4,126 | $68,573-94.0% | $120,368-96.6% | $80,874-94.9% |
| Participation rate | 86.6% | 61.6%+25.0pp | 71.9%+14.7pp | 67.6%+18.9pp |
| Annual return | -83.14% | 23.61%-106.7pp | 107.26%-190.4pp | 35.62%-118.8pp |
| Employer contribution / active EE | $5,393 | $2,052+162.8% | $3,465+55.7% | $2,756+95.7% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,991-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $9,429-100.0% | $6,935-100.0% |