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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 | $2,421 | $47,977-95.0% | $154,108-98.4% | $56,289-95.7% |
| Participation rate | 94.1% | 66.2%+27.9pp | 83.0%+11.1pp | 69.9%+24.3pp |
| Annual return | -73.73% | 3.54%-77.3pp | 735.21%-808.9pp | -9.96%-63.8pp |
| Employer contribution / active EE | $2,087 | $2,169-3.8% | $5,298-60.6% | $2,111-1.1% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |