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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 | $8,227 | $50,385-83.7% | $75,501-89.1% | $62,293-86.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | -46.42% | 19.90%-66.3pp | 27.35%-73.8pp | 28.90%-75.3pp |
| Employer contribution / active EE | $3,384 | $1,537+120.1% | $2,352+43.9% | $2,042+65.7% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,801-100.0% | $479-100.0% |