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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 | $3,462 | $49,138-93.0% | $84,023-95.9% | $65,186-94.7% |
| Participation rate | 99.4% | 60.7%+38.6pp | 69.0%+30.4pp | 70.2%+29.2pp |
| Annual return | -136.13% | 23.00%-159.1pp | 71.32%-207.5pp | 29.39%-165.5pp |
| Employer contribution / active EE | $7,904 | $914+765.0% | $1,984+298.4% | $2,177+263.1% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |