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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 | $10,379 | $47,163-78.0% | $149,696-93.1% | $74,460-86.1% |
| Participation rate | 94.3% | 63.4%+30.9pp | 78.8%+15.5pp | 70.7%+23.6pp |
| Annual return | -8.69% | 22.75%-31.4pp | 134.46%-143.1pp | 34.38%-43.1pp |
| Employer contribution / active EE | $462 | $1,907-75.8% | $4,821-90.4% | $2,638-82.5% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,212-100.0% | $348-100.0% |