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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 | $7,381 | $46,732-84.2% | $156,551-95.3% | $55,167-86.6% |
| Participation rate | 97.1% | 65.8%+31.3pp | 84.0%+13.0pp | 69.0%+28.1pp |
| Annual return | -30.86% | 17.72%-48.6pp | 32.23%-63.1pp | 169.23%-200.1pp |
| Employer contribution / active EE | $2,087 | $2,105-0.8% | $5,501-62.1% | $1,963+6.4% |
| 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% |