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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 | $12,089 | $56,511-78.6% | $185,837-93.5% | $86,813-86.1% |
| Participation rate | 96.0% | 65.5%+30.5pp | 81.7%+14.3pp | 72.3%+23.7pp |
| Annual return | -11.33% | 118.12%-129.5pp | 122.08%-133.4pp | 97.93%-109.3pp |
| Employer contribution / active EE | $609 | $1,844-67.0% | $5,168-88.2% | $2,406-74.7% |
| Participant deferral / active EE | $0 | $2,554-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,241-100.0% | $170-100.0% |