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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 | $6,491 | $33,232-80.5% | $71,796-91.0% | $63,975-89.9% |
| Participation rate | 99.7% | 60.1%+39.6pp | 69.1%+30.6pp | 71.1%+28.6pp |
| Annual return | -21.22% | 11.99%-33.2pp | 78.04%-99.3pp | 48.65%-69.9pp |
| Employer contribution / active EE | $919 | $723+27.1% | $1,924-52.3% | $2,182-57.9% |
| Participant deferral / active EE | $0 | $1,604-100.0% | $2,794-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $4,815-100.0% | $70-100.0% |