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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 | $12,868 | $33,232-61.3% | $71,796-82.1% | $63,975-79.9% |
| Participation rate | 95.9% | 60.1%+35.8pp | 69.1%+26.8pp | 71.1%+24.8pp |
| Annual return | -20.33% | 11.99%-32.3pp | 78.04%-98.4pp | 48.65%-69.0pp |
| Employer contribution / active EE | $1,358 | $723+87.9% | $1,924-29.4% | $2,182-37.8% |
| Participant deferral / active EE | $0 | $1,604-100.0% | $2,794-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $4,815-100.0% | $70-100.0% |