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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 | $6,218 | $50,637-87.7% | $86,582-92.8% | $62,293-90.0% |
| Participation rate | 99.3% | 67.9%+31.4pp | 73.5%+25.7pp | 69.5%+29.8pp |
| Annual return | 3.18% | 20.80%-17.6pp | 965.08%-961.9pp | 28.90%-25.7pp |
| Employer contribution / active EE | $562 | $2,075-72.9% | $2,839-80.2% | $2,042-72.5% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $413-99.8% | $4,904-100.0% | $479-99.9% |