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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 | $12,454 | $46,732-73.4% | $156,551-92.0% | $55,167-77.4% |
| Participation rate | 96.4% | 65.8%+30.6pp | 84.0%+12.4pp | 69.0%+27.4pp |
| Annual return | -20.98% | 17.72%-38.7pp | 32.23%-53.2pp | 169.23%-190.2pp |
| Employer contribution / active EE | $746 | $2,105-64.6% | $5,501-86.4% | $1,963-62.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |