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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 | $3,465 | $130,052-97.3% | $86,698-96.0% | $77,906-95.6% |
| Participation rate | 98.3% | 85.9%+12.4pp | 76.6%+21.7pp | 73.7%+24.6pp |
| Annual return | -47.30% | -12.73%-34.6pp | 35.96%-83.3pp | 12.16%-59.5pp |
| Employer contribution / active EE | $0 | $3,214-100.0% | $2,837-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $0 | $5,741-100.0% | $4,656-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $7,492-100.0% | $133-100.0% |