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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 | $7,140 | $54,380-86.9% | $68,509-89.6% | $59,633-88.0% |
| Participation rate | 97.6% | 70.2%+27.4pp | 74.7%+22.8pp | 68.7%+28.9pp |
| Annual return | -13.72% | 2.83%-16.6pp | 8.27%-22.0pp | 2041.45%-2055.2pp |
| Employer contribution / active EE | $793 | $1,539-48.5% | $2,278-65.2% | $2,203-64.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |