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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 | $2,584 | $37,446-93.1% | $77,552-96.7% | $79,856-96.8% |
| Participation rate | 87.1% | 41.5%+45.6pp | 54.2%+33.0pp | 69.6%+17.5pp |
| Annual return | -137.05% | 39.76%-176.8pp | 54.82%-191.9pp | 31.71%-168.8pp |
| Employer contribution / active EE | $6,555 | $637+928.8% | $987+564.4% | $2,471+165.3% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |