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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 | $7,071 | $44,714-84.2% | $91,227-92.2% | $66,949-89.4% |
| Participation rate | 97.5% | 65.0%+32.5pp | 73.2%+24.4pp | 69.8%+27.7pp |
| Annual return | -89.00% | -12.25%-76.7pp | 114.14%-203.1pp | 1.57%-90.6pp |
| Employer contribution / active EE | $6,545 | $1,710+282.7% | $2,851+129.5% | $2,545+157.1% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,234-100.0% | $4,239-100.0% |
| Admin fee / account holder | $7 | $521-98.7% | $5,423-99.9% | $594-98.8% |