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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 | $65,306-82.5% | $116,538-90.2% | $65,306-82.5% |
| Participation rate | 98.0% | 57.7%+40.3pp | 82.6%+15.4pp | 57.7%+40.3pp |
| Annual return | -134.94% | 21.94%-156.9pp | 17.97%-152.9pp | 21.94%-156.9pp |
| Employer contribution / active EE | $23,575 | $1,967+1098.3% | $4,541+419.1% | $1,967+1098.3% |
| Participant deferral / active EE | $0 | $2,959-100.0% | $6,207-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $3,480-100.0% | $8,737-100.0% | $3,480-100.0% |