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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 | $3,015 | $60,349-95.0% | $74,184-95.9% | $62,881-95.2% |
| Participation rate | 96.9% | 72.7%+24.2pp | 76.6%+20.3pp | 69.3%+27.6pp |
| Annual return | -89.90% | 21.38%-111.3pp | 17.74%-107.6pp | 20.14%-110.0pp |
| Employer contribution / active EE | $4,663 | $1,680+177.5% | $2,370+96.8% | $2,281+104.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |