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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 | $2,597 | $81,301-96.8% | $76,119-96.6% | $199,960-98.7% |
| Participation rate | 97.9% | 70.1%+27.8pp | 69.1%+28.8pp | 72.0%+25.9pp |
| Annual return | -43.45% | 16.31%-59.8pp | 361.25%-404.7pp | 34.28%-77.7pp |
| Employer contribution / active EE | $936 | $3,352-72.1% | $2,693-65.2% | $3,036-69.2% |
| 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% |