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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 | $13,801 | $66,302-79.2% | $110,243-87.5% | $56,289-75.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -25.97% | -1.18%-24.8pp | 314.76%-340.7pp | -9.96%-16.0pp |
| Employer contribution / active EE | $2,147 | $2,047+4.9% | $3,827-43.9% | $2,111+1.7% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |