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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 | $8,303 | $50,464-83.5% | $75,784-89.0% | $52,331-84.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -6.28% | 1.03%-7.3pp | 9.68%-16.0pp | 4.54%-10.8pp |
| Employer contribution / active EE | $1,897 | $1,988-4.6% | $3,323-42.9% | $1,882+0.8% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $11 | $1,103-99.0% | $5,300-99.8% | $592-98.1% |