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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 | $3,400 | $64,176-94.7% | $112,249-97.0% | $66,938-94.9% |
| Participation rate | 96.3% | 68.4%+27.8pp | 75.1%+21.2pp | 69.8%+26.5pp |
| Annual return | -48.91% | -13.80%-35.1pp | 27.48%-76.4pp | 1.58%-50.5pp |
| Employer contribution / active EE | $1,275 | $3,007-57.6% | $3,636-64.9% | $2,545-49.9% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1 | $626-99.8% | $6,412-100.0% | $594-99.7% |