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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 | $8,512 | $56,438-84.9% | $76,872-88.9% | $71,511-88.1% |
| Participation rate | 72.7% | 64.3%+8.4pp | 69.6%+3.1pp | 67.9%+4.8pp |
| Annual return | -34.49% | 19.05%-53.5pp | 37.90%-72.4pp | 28.86%-63.3pp |
| Employer contribution / active EE | $904 | $1,864-51.5% | $2,533-64.3% | $2,589-65.1% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,832-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $5,476-100.0% | $1,588-100.0% |