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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 | $12,486 | $55,470-77.5% | $155,556-92.0% | $74,478-83.2% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | -10.24% | 269.80%-280.0pp | 64.84%-75.1pp | 1370.56%-1380.8pp |
| Employer contribution / active EE | $483 | $2,267-78.7% | $4,675-89.7% | $2,626-81.6% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |