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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 | $5,261 | $44,984-88.3% | $85,009-93.8% | $74,546-92.9% |
| Participation rate | 98.3% | 49.4%+48.9pp | 67.5%+30.8pp | 67.2%+31.1pp |
| Annual return | -3.33% | 26.25%-29.6pp | 66.47%-69.8pp | 1366.03%-1369.4pp |
| Employer contribution / active EE | $294 | $1,458-79.8% | $2,728-89.2% | $2,624-88.8% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,522-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,208-100.0% | $6,153-100.0% | $1,944-100.0% |