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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 | $6,510 | $42,901-84.8% | $91,227-92.9% | $64,824-90.0% |
| Participation rate | 99.7% | 68.1%+31.5pp | 73.2%+26.5pp | 71.5%+28.2pp |
| Annual return | -101.31% | -13.53%-87.8pp | 114.14%-215.4pp | 32.84%-134.2pp |
| Employer contribution / active EE | $10,259 | $1,571+553.1% | $2,851+259.8% | $2,507+309.2% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,234-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $5,423-100.0% | $188-100.0% |