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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 | $7,111 | $73,823-90.4% | $379,746-98.1% | $73,493-90.3% |
| Participation rate | 99.2% | 73.1%+26.1pp | 78.4%+20.8pp | 70.7%+28.5pp |
| Annual return | -11.16% | 29.06%-40.2pp | 34.90%-46.1pp | 28.51%-39.7pp |
| Employer contribution / active EE | $820 | $2,472-66.8% | $3,540-76.8% | $2,270-63.9% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $153 | $607-74.9% | $7,927-98.1% | $513-70.3% |