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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 | $5,366 | $34,634-84.5% | $77,100-93.0% | $64,824-91.7% |
| Participation rate | 100.0% | 49.8%+50.2pp | 67.9%+32.1pp | 71.5%+28.5pp |
| Annual return | -119.40% | -5.31%-114.1pp | 42.35%-161.7pp | 32.84%-152.2pp |
| Employer contribution / active EE | $8,092 | $1,385+484.2% | $2,815+187.5% | $2,507+222.8% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $4,430-100.0% | $4,311-100.0% |
| Admin fee / account holder | $5 | $178-97.0% | $5,443-99.9% | $188-97.2% |