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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 | $4,028 | $41,150-90.2% | $80,627-95.0% | $71,511-94.4% |
| Participation rate | 97.5% | 50.3%+47.3pp | 67.0%+30.5pp | 67.9%+29.6pp |
| Annual return | -62.26% | 38.48%-100.7pp | 936.76%-999.0pp | 28.86%-91.1pp |
| Employer contribution / active EE | $2,503 | $1,515+65.2% | $2,723-8.1% | $2,589-3.3% |
| Participant deferral / active EE | $0 | $2,701-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,381-100.0% | $1,588-100.0% |