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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 | $6,599 | $129,159-94.9% | $184,243-96.4% | $77,714-91.5% |
| Participation rate | 99.8% | 87.4%+12.5pp | 86.8%+13.0pp | 70.6%+29.3pp |
| Annual return | -12.91% | 33.22%-46.1pp | 28.82%-41.7pp | 31.26%-44.2pp |
| Employer contribution / active EE | $1,747 | $4,410-60.4% | $6,427-72.8% | $2,727-35.9% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $9,132-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,914-100.0% | $433-100.0% |