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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 | $9,114 | $37,044-75.4% | $71,796-87.3% | $57,658-84.2% |
| Participation rate | 91.0% | 61.1%+29.9pp | 69.1%+21.9pp | 70.2%+20.8pp |
| Annual return | -21.25% | 12.64%-33.9pp | 78.04%-99.3pp | 5.13%-26.4pp |
| Employer contribution / active EE | $3,238 | $720+349.7% | $1,924+68.3% | $1,974+64.1% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |