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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 | $44,898-95.8% | $85,126-97.8% | $199,921-99.1% |
| Participation rate | 85.8% | 45.7%+40.1pp | 67.5%+18.3pp | 72.0%+13.8pp |
| Annual return | -81.91% | 20.98%-102.9pp | 66.63%-148.5pp | 34.28%-116.2pp |
| Employer contribution / active EE | $0 | $1,367-100.0% | $2,731-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,523-100.0% | $5,089-100.0% |
| Admin fee / account holder | $1 | $585-99.9% | $6,160-100.0% | $269-99.8% |