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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 | $10,136 | $67,512-85.0% | $185,851-94.5% | $93,010-89.1% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | -41.57% | 21.04%-62.6pp | 122.11%-163.7pp | 158.70%-200.3pp |
| Employer contribution / active EE | $1,180 | $1,783-33.8% | $5,168-77.2% | $2,705-56.4% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $318-100.0% | $16,245-100.0% | $152-100.0% |