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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 | $11,411 | $64,340-82.3% | $118,106-90.3% | $64,340-82.3% |
| Participation rate | 98.0% | 55.2%+42.7pp | 81.9%+16.1pp | 55.2%+42.7pp |
| Annual return | -134.94% | 24.14%-159.1pp | 19.44%-154.4pp | 24.14%-159.1pp |
| Employer contribution / active EE | $23,575 | $1,862+1166.3% | $4,698+401.8% | $1,862+1166.3% |
| Participant deferral / active EE | $0 | $2,980-100.0% | $6,619-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $8,973-100.0% | $3,703-100.0% |