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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 | $11,212 | $70,115-84.0% | $70,565-84.1% | $80,169-86.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 68.4%+31.6pp | 72.9%+27.1pp |
| Annual return | -41.16% | 134.51%-175.7pp | 32.79%-74.0pp | 40.39%-81.6pp |
| Employer contribution / active EE | $402 | $3,021-86.7% | $2,976-86.5% | $2,978-86.5% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,568-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $112-100.0% | $6,430-100.0% | $145-100.0% |