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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 | $9,798 | $46,072-78.7% | $69,779-86.0% | $55,167-82.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | -28.52% | 8.68%-37.2pp | 12.99%-41.5pp | 169.23%-197.8pp |
| Employer contribution / active EE | $2,994 | $1,500+99.6% | $2,338+28.1% | $1,963+52.6% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $428-100.0% | $4,381-100.0% | $504-100.0% |