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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 | $8,829 | $88,122-90.0% | $141,197-93.7% | $67,582-86.9% |
| Participation rate | 98.2% | 76.5%+21.7pp | 82.5%+15.7pp | 71.3%+26.9pp |
| Annual return | -49.45% | 75.40%-124.9pp | 71.41%-120.9pp | 378.57%-428.0pp |
| Employer contribution / active EE | $3,637 | $3,224+12.8% | $4,736-23.2% | $2,148+69.3% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,265-100.0% | $142-100.0% |