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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 | $5,360 | $58,888-90.9% | $178,499-97.0% | $73,493-92.7% |
| Participation rate | 97.5% | 66.2%+31.2pp | 81.9%+15.5pp | 70.7%+26.8pp |
| Annual return | -40.63% | 24.86%-65.5pp | 151.10%-191.7pp | 28.51%-69.1pp |
| Employer contribution / active EE | $2,449 | $2,236+9.5% | $5,011-51.1% | $2,270+7.9% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,986-100.0% | $513-100.0% |