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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 | $7,175 | $29,369-75.6% | $77,513-90.7% | $73,412-90.2% |
| Participation rate | 100.0% | 37.9%+62.1pp | 54.2%+45.8pp | 72.2%+27.8pp |
| Annual return | 5.12% | 358.15%-353.0pp | 54.81%-49.7pp | 59.30%-54.2pp |
| Employer contribution / active EE | $197 | $406-51.6% | $987-80.1% | $2,234-91.2% |
| Participant deferral / active EE | $0 | $941-100.0% | $1,861-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $2,859-100.0% | $158-100.0% |