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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 | $2,839 | $44,714-93.7% | $91,227-96.9% | $66,949-95.8% |
| Participation rate | 96.7% | 65.0%+31.7pp | 73.2%+23.6pp | 69.8%+26.9pp |
| Annual return | -236.46% | -12.25%-224.2pp | 114.14%-350.6pp | 1.57%-238.0pp |
| Employer contribution / active EE | $9,503 | $1,710+455.6% | $2,851+233.3% | $2,545+273.3% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,234-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,423-100.0% | $594-100.0% |