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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 | $2,761 | $45,126-93.9% | $85,187-96.8% | $74,459-96.3% |
| Participation rate | 97.5% | 49.4%+48.1pp | 67.5%+30.0pp | 67.2%+30.3pp |
| Annual return | -3.77% | 26.30%-30.1pp | 66.67%-70.4pp | 1369.70%-1373.5pp |
| Employer contribution / active EE | $322 | $1,460-77.9% | $2,732-88.2% | $2,626-87.7% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,525-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,212-100.0% | $6,162-100.0% | $1,945-100.0% |