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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 | $7,278 | $86,655-91.6% | $119,622-93.9% | $66,938-89.1% |
| Participation rate | 99.1% | 75.6%+23.5pp | 79.3%+19.8pp | 69.8%+29.3pp |
| Annual return | -18.11% | -8.00%-10.1pp | -14.98%-3.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,577 | $2,536+1.6% | $4,232-39.1% | $2,545+1.2% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1 | $755-99.9% | $10,328-100.0% | $594-99.9% |