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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 | $11,545 | $41,510-72.2% | $85,009-86.4% | $99,061-88.3% |
| Participation rate | 98.7% | 35.3%+63.4pp | 67.5%+31.2pp | 71.6%+27.1pp |
| Annual return | -8.58% | 17.38%-26.0pp | 66.47%-75.1pp | 17.66%-26.2pp |
| Employer contribution / active EE | $1,814 | $1,137+59.5% | $2,728-33.5% | $3,261-44.4% |
| Participant deferral / active EE | $0 | $2,246-100.0% | $4,522-100.0% | $5,331-100.0% |
| Admin fee / account holder | $0 | $175-100.0% | $6,153-100.0% | $109-100.0% |