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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 | $5,739 | $44,989-87.2% | $170,435-96.6% | $77,958-92.6% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | -21.32% | 19.61%-40.9pp | 205.94%-227.3pp | 20.87%-42.2pp |
| Employer contribution / active EE | $402 | $1,466-72.6% | $5,432-92.6% | $2,310-82.6% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $13,881-100.0% | $97-100.0% |