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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 | $9,799 | $63,924-84.7% | $108,582-91.0% | $55,167-82.2% |
| Participation rate | 96.5% | 74.3%+22.2pp | 79.6%+17.0pp | 69.0%+27.5pp |
| Annual return | -33.07% | 15.31%-48.4pp | -51.70%+18.6pp | 169.23%-202.3pp |
| Employer contribution / active EE | $1,717 | $1,879-8.6% | $3,758-54.3% | $1,963-12.5% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-99.9% |