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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 | $14,643 | $51,620-71.6% | $90,304-83.8% | $65,185-77.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | -23.44% | 24.94%-48.4pp | 78.13%-101.6pp | 29.38%-52.8pp |
| Employer contribution / active EE | $4,078 | $2,235+82.5% | $2,855+42.8% | $2,177+87.3% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,354-100.0% | $847-100.0% |