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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 | $4,275 | $66,650-93.6% | $92,915-95.4% | $67,582-93.7% |
| Participation rate | 96.9% | 72.5%+24.4pp | 76.0%+20.9pp | 71.3%+25.7pp |
| Annual return | -88.45% | 92.64%-181.1pp | 109.45%-197.9pp | 378.57%-467.0pp |
| Employer contribution / active EE | $3,960 | $2,777+42.6% | $3,653+8.4% | $2,148+84.4% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |