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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 | $7,812 | $55,125-85.8% | $109,895-92.9% | $86,813-91.0% |
| Participation rate | 96.0% | 70.1%+25.9pp | 74.2%+21.7pp | 72.3%+23.7pp |
| Annual return | -32.18% | 26.20%-58.4pp | 29.46%-61.6pp | 97.93%-130.1pp |
| Employer contribution / active EE | $3,847 | $1,558+146.9% | $2,843+35.3% | $2,406+59.9% |
| Participant deferral / active EE | $0 | $3,337-100.0% | $4,049-100.0% | $4,131-100.0% |
| Admin fee / account holder | $1 | $141-99.3% | $6,067-100.0% | $170-99.5% |