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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 | $129,227-94.9% | $184,256-96.4% | $77,762-91.5% |
| Participation rate | 99.8% | 87.4%+12.5pp | 86.8%+13.0pp | 70.6%+29.3pp |
| Annual return | -12.91% | 33.24%-46.1pp | 28.85%-41.8pp | 31.27%-44.2pp |
| Employer contribution / active EE | $1,747 | $4,412-60.4% | $6,427-72.8% | $2,728-36.0% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,899-100.0% | $433-100.0% |