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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 | $3,918 | $88,324-95.6% | $115,038-96.6% | $55,191-92.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | -3.77% | 6.30%-10.1pp | 26.14%-29.9pp | 10.78%-14.6pp |
| Employer contribution / active EE | $2,443 | $2,805-12.9% | $4,608-47.0% | $1,899+28.7% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |