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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 | $4,978 | $59,093-91.6% | $97,295-94.9% | $77,762-93.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.7%+27.3pp | 70.6%+29.4pp |
| Annual return | -103.03% | 16.93%-120.0pp | 75.62%-178.6pp | 31.27%-134.3pp |
| Employer contribution / active EE | $11,228 | $1,727+550.1% | $2,723+312.4% | $2,728+311.6% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $4,264-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $346-100.0% | $5,646-100.0% | $433-100.0% |