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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 | $9,433 | $58,312-83.8% | $86,656-89.1% | $71,529-86.8% |
| Participation rate | 99.1% | 65.0%+34.0pp | 71.7%+27.4pp | 67.9%+31.1pp |
| Annual return | -85.04% | 24.08%-109.1pp | 593.09%-678.1pp | 28.97%-114.0pp |
| Employer contribution / active EE | $9,662 | $2,576+275.1% | $3,025+219.4% | $2,590+273.1% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,619-100.0% | $1,588-100.0% |