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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 | $6,787 | $45,000-84.9% | $143,797-95.3% | $77,906-91.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -36.13% | 29.03%-65.2pp | -0.04%-36.1pp | 12.16%-48.3pp |
| Employer contribution / active EE | $715 | $1,870-61.7% | $4,952-85.6% | $2,846-74.9% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $14,679-100.0% | $133-100.0% |