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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 | $55,472-77.5% | $155,567-92.0% | $74,546-83.3% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | -10.24% | 268.72%-279.0pp | 64.74%-75.0pp | 1366.03%-1376.3pp |
| Employer contribution / active EE | $483 | $2,269-78.7% | $4,674-89.7% | $2,624-81.6% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,916-100.0% | $1,944-100.0% |