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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 | $2,247 | $80,177-97.2% | $123,894-98.2% | $57,658-96.1% |
| Participation rate | 96.9% | 74.4%+22.5pp | 81.4%+15.5pp | 70.2%+26.7pp |
| Annual return | -33.69% | 17.90%-51.6pp | 47.52%-81.2pp | 5.13%-38.8pp |
| Employer contribution / active EE | $1,170 | $2,913-59.8% | $4,617-74.7% | $1,974-40.7% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |