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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 | $3,296 | $79,184-95.8% | $102,438-96.8% | $74,546-95.6% |
| Participation rate | 98.1% | 74.8%+23.3pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | -24.19% | 54.95%-79.1pp | 29.37%-53.6pp | 1366.03%-1390.2pp |
| Employer contribution / active EE | $1,104 | $2,362-53.3% | $3,024-63.5% | $2,624-57.9% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,448-100.0% | $1,944-100.0% |