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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 | $5,731 | $44,898-87.2% | $85,187-93.3% | $199,960-97.1% |
| Participation rate | 87.0% | 45.7%+41.2pp | 67.5%+19.4pp | 72.0%+15.0pp |
| Annual return | -56.31% | 20.98%-77.3pp | 66.67%-123.0pp | 34.28%-90.6pp |
| Employer contribution / active EE | $1,305 | $1,367-4.6% | $2,732-52.2% | $3,036-57.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,525-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $6,162-100.0% | $269-100.0% |