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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 | $14,060 | $71,192-80.2% | $117,861-88.1% | $62,293-77.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | -21.21% | 18.66%-39.9pp | 335.11%-356.3pp | 28.90%-50.1pp |
| Employer contribution / active EE | $6,648 | $1,934+243.8% | $3,786+75.6% | $2,042+225.5% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-99.9% | $8,021-100.0% | $479-99.9% |