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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 | $3,929 | $73,978-94.7% | $96,515-95.9% | $75,173-94.8% |
| Participation rate | 99.0% | 66.4%+32.6pp | 74.3%+24.6pp | 67.2%+31.8pp |
| Annual return | -20.58% | 26.72%-47.3pp | 35.73%-56.3pp | 160.72%-181.3pp |
| Employer contribution / active EE | $1,654 | $2,931-43.6% | $3,740-55.8% | $2,671-38.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |