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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 | $69,733-83.6% | $137,474-91.7% | $69,733-83.6% |
| Participation rate | 98.0% | 62.5%+35.5pp | 83.5%+14.5pp | 62.5%+35.5pp |
| Annual return | -134.94% | 15.22%-150.2pp | 11.53%-146.5pp | 15.22%-150.2pp |
| Employer contribution / active EE | $23,575 | $2,250+947.6% | $5,048+367.0% | $2,250+947.6% |
| Participant deferral / active EE | $0 | $3,054-100.0% | $6,155-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $3,102-100.0% | $10,602-100.0% | $3,102-100.0% |