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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 | $9,154 | $69,305-86.8% | $82,312-88.9% | $69,631-86.9% |
| Participation rate | 98.4% | 80.3%+18.2pp | 76.9%+21.5pp | 70.7%+27.7pp |
| Annual return | -21.91% | 21.47%-43.4pp | 25.88%-47.8pp | 27571.02%-27592.9pp |
| Employer contribution / active EE | $1,784 | $1,887-5.4% | $2,428-26.5% | $2,032-12.2% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |