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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 | $9,241 | $63,905-85.5% | $74,184-87.5% | $57,658-84.0% |
| Participation rate | 96.0% | 79.8%+16.3pp | 76.6%+19.4pp | 70.2%+25.8pp |
| Annual return | -6.97% | 60.60%-67.6pp | 17.74%-24.7pp | 5.13%-12.1pp |
| Employer contribution / active EE | $1,238 | $1,840-32.8% | $2,370-47.8% | $1,974-37.3% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |