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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 | $5,393 | $29,525-81.7% | $56,033-90.4% | $77,736-93.1% |
| Participation rate | 100.0% | 32.7%+67.3pp | 52.5%+47.5pp | 70.6%+29.4pp |
| Annual return | -55.38% | 18.90%-74.3pp | 1711.38%-1766.8pp | 31.26%-86.6pp |
| Employer contribution / active EE | $187 | $569-67.2% | $1,041-82.0% | $2,728-93.1% |
| Participant deferral / active EE | $0 | $1,062-100.0% | $1,954-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $1,040-100.0% | $2,827-100.0% | $433-100.0% |