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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 | $2,544 | $62,583-95.9% | $76,767-96.7% | $64,173-96.0% |
| Participation rate | 95.0% | 72.8%+22.2pp | 77.0%+18.0pp | 69.6%+25.4pp |
| Annual return | -92.93% | -1.95%-91.0pp | 2.43%-95.4pp | 7.63%-100.6pp |
| Employer contribution / active EE | $4,844 | $1,832+164.4% | $2,485+94.9% | $2,381+103.5% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |