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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 | $9,411 | $54,573-82.8% | $90,970-89.7% | $73,493-87.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | -14.66% | 16.69%-31.3pp | 134.58%-149.2pp | 28.51%-43.2pp |
| Employer contribution / active EE | $677 | $991-31.7% | $2,122-68.1% | $2,270-70.2% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-99.9% | $5,960-100.0% | $513-99.9% |