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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 | $4,653 | $81,301-94.3% | $76,119-93.9% | $199,960-97.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | -61.72% | 16.31%-78.0pp | 361.25%-423.0pp | 34.28%-96.0pp |
| Employer contribution / active EE | $519 | $3,352-84.5% | $2,693-80.7% | $3,036-82.9% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,259-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $6,421-100.0% | $269-100.0% |