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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 | $11,055 | $80,177-86.2% | $123,894-91.1% | $57,658-80.8% |
| Participation rate | 97.5% | 74.4%+23.1pp | 81.4%+16.1pp | 70.2%+27.3pp |
| Annual return | -2.85% | 17.90%-20.8pp | 47.52%-50.4pp | 5.13%-8.0pp |
| Employer contribution / active EE | $686 | $2,913-76.5% | $4,617-85.1% | $1,974-65.3% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |