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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 | $7,512 | $42,383-82.3% | $76,518-90.2% | $64,173-88.3% |
| Participation rate | 97.5% | 58.1%+39.4pp | 68.0%+29.5pp | 69.6%+27.9pp |
| Annual return | -39.28% | -16.54%-22.7pp | -0.27%-39.0pp | 7.63%-46.9pp |
| Employer contribution / active EE | $1,578 | $1,563+1.0% | $2,647-40.4% | $2,381-33.7% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,849-100.0% | $4,887-100.0% |