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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 | $3,410 | $67,512-94.9% | $185,849-98.2% | $93,010-96.3% |
| Participation rate | 95.9% | 67.1%+28.8pp | 81.7%+14.2pp | 73.9%+22.0pp |
| Annual return | -0.07% | 21.04%-21.1pp | 122.10%-122.2pp | 158.70%-158.8pp |
| Employer contribution / active EE | $404 | $1,783-77.4% | $5,169-92.2% | $2,705-85.1% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $318-100.0% | $16,244-100.0% | $152-100.0% |