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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 | $9,568 | $48,261-80.2% | $68,612-86.1% | $55,725-82.8% |
| Participation rate | 97.0% | 71.0%+26.0pp | 72.2%+24.8pp | 70.9%+26.1pp |
| Annual return | -13.95% | -2.61%-11.3pp | -4.63%-9.3pp | 244.93%-258.9pp |
| Employer contribution / active EE | $1,531 | $1,742-12.2% | $2,625-41.7% | $2,078-26.4% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $3,311-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $126-100.0% | $5,131-100.0% | $115-100.0% |