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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 | $68,880-94.0% | $120,580-96.6% | $80,959-94.9% |
| Participation rate | 86.6% | 61.7%+24.9pp | 72.0%+14.6pp | 67.7%+18.9pp |
| Annual return | -83.14% | 23.68%-106.8pp | 107.48%-190.6pp | 35.67%-118.8pp |
| Employer contribution / active EE | $5,393 | $2,066+161.0% | $3,469+55.4% | $2,757+95.6% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,785-100.0% | $9,418-100.0% | $6,925-100.0% |