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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 | $17,041 | $77,523-78.0% | $100,383-83.0% | $80,874-78.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | -56.17% | 37.21%-93.4pp | 49.26%-105.4pp | 35.62%-91.8pp |
| Employer contribution / active EE | $1,307 | $2,801-53.3% | $3,944-66.9% | $2,756-52.6% |
| Participant deferral / active EE | $0 | $6,822-100.0% | $8,086-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,899-100.0% | $7,900-100.0% | $6,935-100.0% |