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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 | $5,396 | $56,438-90.4% | $76,872-93.0% | $71,511-92.5% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | -44.01% | 19.05%-63.1pp | 37.90%-81.9pp | 28.86%-72.9pp |
| Employer contribution / active EE | $5,038 | $1,864+170.3% | $2,533+98.9% | $2,589+94.6% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,832-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $5,476-100.0% | $1,588-100.0% |