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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 | $6,390 | $81,474-92.2% | $133,971-95.2% | $73,493-91.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | -26.96% | 19.40%-46.4pp | 45.09%-72.1pp | 28.51%-55.5pp |
| Employer contribution / active EE | $5,106 | $2,209+131.1% | $3,919+30.3% | $2,270+124.9% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,929-100.0% | $513-100.0% |