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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 | $3,276 | $79,519-95.9% | $95,964-96.6% | $73,412-95.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | -41.51% | 19.20%-60.7pp | 91.64%-133.2pp | 59.30%-100.8pp |
| Employer contribution / active EE | $2,500 | $2,048+22.1% | $2,541-1.6% | $2,234+11.9% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,797-100.0% | $158-100.0% |