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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 | $2,151 | $55,902-96.2% | $76,030-97.2% | $80,959-97.3% |
| Participation rate | 99.0% | 62.1%+36.9pp | 69.1%+29.9pp | 67.7%+31.3pp |
| Annual return | -109.65% | 20.59%-130.2pp | 361.54%-471.2pp | 35.67%-145.3pp |
| Employer contribution / active EE | $20,562 | $1,867+1001.5% | $2,688+665.1% | $2,757+645.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,239-100.0% | $6,421-100.0% | $6,925-100.0% |