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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 | $4,928 | $65,083-92.4% | $143,788-96.6% | $66,930-92.6% |
| Participation rate | 99.0% | 65.2%+33.7pp | 80.3%+18.6pp | 69.8%+29.1pp |
| Annual return | -32.82% | -11.13%-21.7pp | -0.03%-32.8pp | 1.57%-34.4pp |
| Employer contribution / active EE | $1,133 | $2,361-52.0% | $4,952-77.1% | $2,545-55.5% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,675-100.0% | $593-100.0% |