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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 | $7,236 | $56,540-87.2% | $185,849-96.1% | $86,821-91.7% |
| Participation rate | 96.3% | 65.5%+30.8pp | 81.7%+14.6pp | 72.3%+24.1pp |
| Annual return | -2.03% | 118.20%-120.2pp | 122.10%-124.1pp | 97.94%-100.0pp |
| Employer contribution / active EE | $397 | $1,844-78.5% | $5,169-92.3% | $2,406-83.5% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $30 | $150-80.3% | $16,244-99.8% | $170-82.6% |