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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 | $6,894 | $89,652-92.3% | $141,197-95.1% | $65,186-89.4% |
| Participation rate | 96.8% | 74.7%+22.0pp | 82.5%+14.3pp | 70.2%+26.6pp |
| Annual return | -102.64% | 32.79%-135.4pp | 71.41%-174.0pp | 29.39%-132.0pp |
| Employer contribution / active EE | $9,504 | $3,065+210.1% | $4,736+100.7% | $2,177+336.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |