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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 | $32,199 | $122,042-73.6% | $184,260-82.5% | $74,459-56.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | -19.43% | 19.91%-39.3pp | 28.84%-48.3pp | 1369.70%-1389.1pp |
| Employer contribution / active EE | $2,857 | $4,537-37.0% | $6,427-55.6% | $2,626+8.8% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,252-100.0% | $13,898-100.0% | $1,945-100.0% |