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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 | $1,578 | $54,573-97.1% | $90,970-98.3% | $73,497-97.9% |
| Participation rate | 97.4% | 61.2%+36.2pp | 69.0%+28.3pp | 70.7%+26.7pp |
| Annual return | -63.57% | 16.69%-80.3pp | 134.60%-198.2pp | 28.51%-92.1pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,961-100.0% | $513-100.0% |