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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 | $4,415 | $46,966-90.6% | $185,117-97.6% | $69,631-93.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | -37.53% | 22.36%-59.9pp | 40.50%-78.0pp | 27571.02%-27608.5pp |
| Employer contribution / active EE | $3,438 | $1,360+152.7% | $4,182-17.8% | $2,032+69.2% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $5,045-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $8,159-100.0% | $110-100.0% |