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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 | $14,216 | $57,435-75.2% | $105,218-86.5% | $55,191-74.2% |
| Participation rate | 98.9% | 71.3%+27.6pp | 77.2%+21.7pp | 69.2%+29.8pp |
| Annual return | -56.67% | 2.97%-59.6pp | 5.33%-62.0pp | 10.78%-67.5pp |
| Employer contribution / active EE | $890 | $1,920-53.6% | $3,255-72.7% | $1,899-53.1% |
| Participant deferral / active EE | $0 | $3,495-100.0% | $4,867-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $70-100.0% | $6,992-100.0% | $91-100.0% |