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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 | $11,471 | $37,117-69.1% | $147,617-92.2% | $55,191-79.2% |
| Participation rate | 92.0% | 63.6%+28.4pp | 84.6%+7.4pp | 69.2%+22.9pp |
| Annual return | -55.97% | 3.44%-59.4pp | 61.98%-118.0pp | 10.78%-66.8pp |
| Employer contribution / active EE | $7,817 | $1,620+382.4% | $5,564+40.5% | $1,899+311.7% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |