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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 | $9,371 | $50,972-81.6% | $88,632-89.4% | $72,976-87.2% |
| Participation rate | 98.6% | 63.4%+35.2pp | 68.8%+29.9pp | 69.5%+29.1pp |
| Annual return | -34.51% | 29.62%-64.1pp | 43.75%-78.3pp | 81.02%-115.5pp |
| Employer contribution / active EE | $3,969 | $1,475+169.2% | $2,101+88.9% | $2,440+62.7% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $2,917-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1 | $3,230-100.0% | $4,308-100.0% | $5,124-100.0% |