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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 | $5,864 | $37,463-84.3% | $77,100-92.4% | $66,949-91.2% |
| Participation rate | 91.0% | 52.9%+38.1pp | 67.9%+23.1pp | 69.8%+21.2pp |
| Annual return | -63.10% | -3.25%-59.9pp | 42.35%-105.5pp | 1.57%-64.7pp |
| Employer contribution / active EE | $6,232 | $1,535+306.0% | $2,815+121.4% | $2,545+144.8% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,430-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $5,443-100.0% | $594-100.0% |