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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 | $2,434 | $72,486-96.6% | $87,103-97.2% | $72,976-96.7% |
| Participation rate | 96.2% | 72.8%+23.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | -92.86% | 24.46%-117.3pp | 28.19%-121.1pp | 81.02%-173.9pp |
| Employer contribution / active EE | $10,940 | $1,894+477.7% | $2,521+333.9% | $2,440+348.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |