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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 | $7,419 | $36,767-79.8% | $81,473-90.9% | $62,293-88.1% |
| Participation rate | 85.9% | 54.4%+31.5pp | 68.0%+18.0pp | 69.5%+16.4pp |
| Annual return | -10.53% | 173.80%-184.3pp | 38.78%-49.3pp | 28.90%-39.4pp |
| Employer contribution / active EE | $948 | $1,128-16.0% | $2,568-63.1% | $2,042-53.6% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $797-100.0% | $4,561-100.0% | $479-100.0% |