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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 | $6,076 | $76,551-92.1% | $123,894-95.1% | $62,881-90.3% |
| Participation rate | 96.1% | 73.0%+23.1pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | -16.27% | 18.68%-34.9pp | 47.52%-63.8pp | 20.14%-36.4pp |
| Employer contribution / active EE | $711 | $2,882-75.3% | $4,617-84.6% | $2,281-68.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |