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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 | $2,815 | $67,602-95.8% | $82,312-96.6% | $70,126-96.0% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | -88.30% | 21.57%-109.9pp | 25.88%-114.2pp | 73.15%-161.4pp |
| Employer contribution / active EE | $5,119 | $1,755+191.7% | $2,428+110.8% | $2,343+118.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |