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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 | $6,843 | $46,332-85.2% | $143,797-95.2% | $64,824-89.4% |
| Participation rate | 81.3% | 64.2%+17.1pp | 80.3%+1.0pp | 71.5%+9.8pp |
| Annual return | -18.25% | -10.05%-8.2pp | -0.04%-18.2pp | 32.84%-51.1pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,440 | $2,647-7.8% | $5,638-56.7% | $4,311-43.4% |
| Admin fee / account holder | $53 | $154-65.5% | $14,679-99.6% | $188-71.8% |