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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 | $7,220 | $48,053-85.0% | $84,637-91.5% | $72,976-90.1% |
| Participation rate | 94.2% | 57.6%+36.6pp | 68.2%+26.0pp | 69.5%+24.7pp |
| Annual return | -4.63% | 37.39%-42.0pp | 258.82%-263.5pp | 81.02%-85.6pp |
| Employer contribution / active EE | $1,228 | $1,602-23.3% | $2,653-53.7% | $2,440-49.7% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8 | $3,395-99.8% | $4,914-99.8% | $5,124-99.8% |