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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 | $5,976 | $47,180-87.3% | $149,723-96.0% | $74,473-92.0% |
| Participation rate | 94.9% | 63.4%+31.4pp | 78.8%+16.1pp | 70.7%+24.1pp |
| Annual return | -10.27% | 22.75%-33.0pp | 134.50%-144.8pp | 34.36%-44.6pp |
| Employer contribution / active EE | $430 | $1,907-77.5% | $4,821-91.1% | $2,638-83.7% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,215-100.0% | $347-100.0% |