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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 | $3,326 | $22,291-85.1% | $69,182-95.2% | $63,975-94.8% |
| Participation rate | 100.0% | 35.3%+64.7pp | 55.1%+44.9pp | 71.1%+28.9pp |
| Annual return | -6.53% | 9.30%-15.8pp | -21.93%+15.4pp | 48.65%-55.2pp |
| Employer contribution / active EE | $156 | $325-52.0% | $1,206-87.1% | $2,182-92.8% |
| Participant deferral / active EE | $0 | $808-100.0% | $1,897-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $73-100.0% | $2,697-100.0% | $70-100.0% |