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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 | $9,839 | $84,499-88.4% | $125,391-92.2% | $66,949-85.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -34.12% | -8.49%-25.6pp | 572.41%-606.5pp | 1.57%-35.7pp |
| Employer contribution / active EE | $2,036 | $3,554-42.7% | $4,816-57.7% | $2,545-20.0% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |