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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 | $8,053 | $70,002-88.5% | $115,038-93.0% | $52,331-84.6% |
| Participation rate | 96.4% | 72.1%+24.3pp | 81.4%+15.1pp | 68.1%+28.3pp |
| Annual return | -27.98% | 4.04%-32.0pp | 26.14%-54.1pp | 4.54%-32.5pp |
| Employer contribution / active EE | $3,282 | $2,715+20.9% | $4,608-28.8% | $1,882+74.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |