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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 | $7,054 | $68,413-89.7% | $123,105-94.3% | $55,191-87.2% |
| Participation rate | 98.2% | 84.5%+13.6pp | 86.8%+11.4pp | 69.2%+29.0pp |
| Annual return | -36.70% | 6.30%-43.0pp | 13.22%-49.9pp | 10.78%-47.5pp |
| Employer contribution / active EE | $1,156 | $3,050-62.1% | $5,151-77.6% | $1,899-39.1% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |