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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 | $5,892 | $55,122-89.3% | $104,614-94.4% | $73,493-92.0% |
| Participation rate | 98.6% | 67.7%+30.8pp | 74.1%+24.5pp | 70.7%+27.9pp |
| Annual return | -51.76% | 24.77%-76.5pp | 340.56%-392.3pp | 28.51%-80.3pp |
| Employer contribution / active EE | $6,298 | $1,464+330.1% | $2,681+134.9% | $2,270+177.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,739-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $423-100.0% | $6,464-100.0% | $513-100.0% |