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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 | $3,991 | $38,365-89.6% | $84,637-95.3% | $65,186-93.9% |
| Participation rate | 99.3% | 55.7%+43.7pp | 68.2%+31.1pp | 70.2%+29.1pp |
| Annual return | -24.53% | 32.00%-56.5pp | 258.82%-283.4pp | 29.39%-53.9pp |
| Employer contribution / active EE | $517 | $1,258-58.9% | $2,653-80.5% | $2,177-76.2% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $451-99.8% | $4,914-100.0% | $847-99.9% |