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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 | $6,600 | $148,584-95.6% | $216,567-97.0% | $69,255-90.5% |
| Participation rate | 98.7% | 77.0%+21.7pp | 81.6%+17.1pp | 69.0%+29.7pp |
| Annual return | -99.78% | 8.62%-108.4pp | 12.94%-112.7pp | 26.73%-126.5pp |
| Employer contribution / active EE | $8,918 | $3,404+162.0% | $5,216+71.0% | $2,645+237.2% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $6,191-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $791-100.0% | $21,981-100.0% | $733-100.0% |