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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 | $2,147 | $45,312-95.3% | $86,233-97.5% | $67,986-96.8% |
| Participation rate | 95.2% | 42.4%+52.7pp | 69.0%+26.1pp | 57.2%+37.9pp |
| Annual return | -5.72% | 24.79%-30.5pp | 61.39%-67.1pp | 31.67%-37.4pp |
| Employer contribution / active EE | $235 | $1,160-79.8% | $2,504-90.6% | $2,019-88.4% |
| Participant deferral / active EE | $0 | $2,185-100.0% | $4,559-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,295-100.0% | $8,342-100.0% | $3,203-100.0% |