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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 | $3,331 | $45,825-92.7% | $90,655-96.3% | $56,287-94.1% |
| Participation rate | 97.8% | 66.7%+31.1pp | 74.0%+23.8pp | 69.9%+27.9pp |
| Annual return | -98.17% | 38.64%-136.8pp | 1.89%-100.1pp | -9.96%-88.2pp |
| Employer contribution / active EE | $4,885 | $1,372+256.0% | $2,532+93.0% | $2,111+131.4% |
| Participant deferral / active EE | $0 | $2,562-100.0% | $3,425-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $413-100.0% | $4,994-100.0% | $521-100.0% |