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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 | $1,851 | $50,902-96.4% | $155,534-98.8% | $77,736-97.6% |
| Participation rate | 85.1% | 63.1%+22.0pp | 78.2%+6.9pp | 70.6%+14.5pp |
| Annual return | -109.00% | 34.85%-143.8pp | 64.92%-173.9pp | 31.26%-140.3pp |
| Employer contribution / active EE | $1,846 | $1,991-7.3% | $4,675-60.5% | $2,728-32.3% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,630-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,900-100.0% | $433-100.0% |