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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 | $17,943 | $73,367-75.5% | $169,452-89.4% | $73,367-75.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | -12.41% | 173.45%-185.9pp | 1.83%-14.2pp | 173.45%-185.9pp |
| Employer contribution / active EE | $724 | $2,499-71.0% | $4,157-82.6% | $2,499-71.0% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $5,277-100.0% | $4,033-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $9,110-100.0% | $68-100.0% |