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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 | $6,459 | $51,283-87.4% | $95,740-93.3% | $71,511-91.0% |
| Participation rate | 97.0% | 63.1%+33.9pp | 72.3%+24.8pp | 67.9%+29.1pp |
| Annual return | -95.77% | 25.25%-121.0pp | 28.41%-124.2pp | 28.86%-124.6pp |
| Employer contribution / active EE | $6,580 | $1,817+262.1% | $2,836+132.0% | $2,589+154.1% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $4,244-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,135-100.0% | $5,676-100.0% | $1,588-100.0% |