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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 | $4,022 | $54,380-92.6% | $68,509-94.1% | $59,633-93.3% |
| Participation rate | 97.8% | 70.2%+27.6pp | 74.7%+23.1pp | 68.7%+29.1pp |
| Annual return | -32.10% | 2.83%-34.9pp | 8.27%-40.4pp | 2041.45%-2073.6pp |
| Employer contribution / active EE | $1,363 | $1,539-11.4% | $2,278-40.2% | $2,203-38.1% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |