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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 | $9,285 | $73,532-87.4% | $178,505-94.8% | $74,478-87.5% |
| Participation rate | 90.7% | 66.6%+24.1pp | 77.1%+13.5pp | 67.2%+23.4pp |
| Annual return | -27.12% | 17.49%-44.6pp | 27.16%-54.3pp | 1370.56%-1397.7pp |
| Employer contribution / active EE | $1,704 | $2,221-23.3% | $3,955-56.9% | $2,626-35.1% |
| Participant deferral / active EE | $0 | $4,519-100.0% | $6,280-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,813-100.0% | $10,428-100.0% | $1,946-100.0% |