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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 | $3,971 | $86,897-95.4% | $151,639-97.4% | $64,819-93.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -22.05% | -3.57%-18.5pp | 3.34%-25.4pp | 32.84%-54.9pp |
| Employer contribution / active EE | $1,820 | $4,010-54.6% | $6,165-70.5% | $2,507-27.4% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,613-100.0% | $188-100.0% |