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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 | $68,852-94.0% | $120,524-96.6% | $80,925-94.9% |
| Participation rate | 86.6% | 61.6%+24.9pp | 71.9%+14.6pp | 67.7%+18.9pp |
| Annual return | -83.14% | 23.67%-106.8pp | 107.36%-190.5pp | 35.65%-118.8pp |
| Employer contribution / active EE | $5,393 | $2,063+161.4% | $3,469+55.5% | $2,756+95.7% |
| Participant deferral / active EE | $0 | $3,187-100.0% | $4,994-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $5,781-100.0% | $9,440-100.0% | $6,940-100.0% |