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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 | $15,607 | $58,726-73.4% | $92,240-83.1% | $62,293-74.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -2.50% | 43.62%-46.1pp | 176.29%-178.8pp | 28.90%-31.4pp |
| Employer contribution / active EE | $1,931 | $2,392-19.3% | $3,680-47.5% | $2,042-5.5% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-99.9% | $5,194-100.0% | $479-99.9% |