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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 | $3,523 | $34,813-89.9% | $84,637-95.8% | $82,204-95.7% |
| Participation rate | 100.0% | 33.8%+66.2pp | 68.2%+31.8pp | 73.4%+26.6pp |
| Annual return | 4.21% | 44.87%-40.7pp | 258.82%-254.6pp | 26.31%-22.1pp |
| Employer contribution / active EE | $85 | $718-88.2% | $2,653-96.8% | $2,707-96.9% |
| Participant deferral / active EE | $0 | $1,334-100.0% | $3,900-100.0% | $4,246-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $4,914-100.0% | $76-100.0% |