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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 | $1,873 | $45,022-95.8% | $85,240-97.8% | $200,096-99.1% |
| Participation rate | 85.8% | 45.8%+40.0pp | 67.5%+18.3pp | 72.0%+13.8pp |
| Annual return | -81.91% | 21.00%-102.9pp | 66.75%-148.7pp | 34.26%-116.2pp |
| Employer contribution / active EE | $0 | $1,374-100.0% | $2,735-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $2,682-100.0% | $4,527-100.0% | $5,090-100.0% |
| Admin fee / account holder | $1 | $585-99.9% | $6,165-100.0% | $269-99.8% |