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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 | $2,832 | $41,150-93.1% | $80,627-96.5% | $71,511-96.0% |
| Participation rate | 97.0% | 50.3%+46.7pp | 67.0%+30.0pp | 67.9%+29.1pp |
| Annual return | -2.03% | 38.48%-40.5pp | 936.76%-938.8pp | 28.86%-30.9pp |
| Employer contribution / active EE | $1,039 | $1,515-31.5% | $2,723-61.9% | $2,589-59.9% |
| Participant deferral / active EE | $0 | $2,701-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $86 | $1,841-95.3% | $5,381-98.4% | $1,588-94.6% |