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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 | $11,165 | $40,174-72.2% | $84,023-86.7% | $67,582-83.5% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.0%+31.0pp | 71.3%+28.7pp |
| Annual return | -12.07% | 25.82%-37.9pp | 71.32%-83.4pp | 378.57%-390.6pp |
| Employer contribution / active EE | $1,327 | $808+64.3% | $1,984-33.1% | $2,148-38.2% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $6,102-100.0% | $142-100.0% |