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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 | $4,045 | $55,453-92.7% | $170,435-97.6% | $62,293-93.5% |
| Participation rate | 98.5% | 66.4%+32.2pp | 83.6%+14.9pp | 69.5%+29.0pp |
| Annual return | -62.23% | 21.38%-83.6pp | 205.94%-268.2pp | 28.90%-91.1pp |
| Employer contribution / active EE | $2,087 | $2,164-3.5% | $5,432-61.6% | $2,042+2.2% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |