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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 | $5,082 | $59,467-91.5% | $93,727-94.6% | $74,478-93.2% |
| Participation rate | 93.3% | 59.6%+33.7pp | 68.7%+24.6pp | 67.2%+26.1pp |
| Annual return | 0.97% | 82.14%-81.2pp | 133.83%-132.9pp | 1370.56%-1369.6pp |
| Employer contribution / active EE | $1,111 | $1,267-12.3% | $2,421-54.1% | $2,626-57.7% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $3,028-100.0% | $8,292-100.0% | $1,946-100.0% |