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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 | $7,688 | $40,174-80.9% | $84,023-90.8% | $67,582-88.6% |
| Participation rate | 94.0% | 62.7%+31.3pp | 69.0%+25.0pp | 71.3%+22.7pp |
| Annual return | -13.30% | 25.82%-39.1pp | 71.32%-84.6pp | 378.57%-391.9pp |
| Employer contribution / active EE | $1,100 | $808+36.2% | $1,984-44.6% | $2,148-48.8% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $6,102-100.0% | $142-100.0% |