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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 | $7,312 | $37,213-80.3% | $156,551-95.3% | $63,975-88.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | -6.57% | 47.89%-54.5pp | 32.23%-38.8pp | 48.65%-55.2pp |
| Employer contribution / active EE | $381 | $1,357-71.9% | $5,501-93.1% | $2,182-82.5% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $56-100.0% | $13,028-100.0% | $70-100.0% |