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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 | $4,408 | $76,112-94.2% | $96,534-95.4% | $71,511-93.8% |
| Participation rate | 96.5% | 74.4%+22.1pp | 76.0%+20.5pp | 67.9%+28.5pp |
| Annual return | -121.99% | 22.81%-144.8pp | 25.88%-147.9pp | 28.86%-150.8pp |
| Employer contribution / active EE | $10,931 | $2,248+386.2% | $2,965+268.6% | $2,589+322.2% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |