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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 | $5,601 | $64,176-91.3% | $112,249-95.0% | $66,938-91.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -20.88% | -13.80%-7.1pp | 27.48%-48.4pp | 1.58%-22.5pp |
| Employer contribution / active EE | $3,864 | $3,007+28.5% | $3,636+6.3% | $2,545+51.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $36 | $626-94.2% | $6,412-99.4% | $594-93.9% |