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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 | $1,208 | $67,512-98.2% | $185,849-99.3% | $93,010-98.7% |
| Participation rate | 96.8% | 67.1%+29.7pp | 81.7%+15.1pp | 73.9%+22.9pp |
| Annual return | -106.41% | 21.04%-127.5pp | 122.10%-228.5pp | 158.70%-265.1pp |
| Employer contribution / active EE | $5,826 | $1,783+226.7% | $5,169+12.7% | $2,705+115.4% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $318-100.0% | $16,244-100.0% | $152-100.0% |