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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 | $4,462 | $81,494-94.5% | $133,978-96.7% | $73,497-93.9% |
| Participation rate | 94.6% | 76.4%+18.2pp | 79.8%+14.7pp | 70.7%+23.9pp |
| Annual return | -120.16% | 19.40%-139.6pp | 45.10%-165.3pp | 28.51%-148.7pp |
| Employer contribution / active EE | $22,076 | $2,210+899.1% | $3,919+463.3% | $2,270+872.5% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |