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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 | $6,210 | $112,772-94.5% | $57,356-89.2% | $59,188-89.5% |
| Participation rate | 99.0% | 71.3%+27.7pp | 75.1%+23.9pp | 69.4%+29.6pp |
| Annual return | -34.02% | 0.85%-34.9pp | 24.41%-58.4pp | 5.51%-39.5pp |
| Employer contribution / active EE | $1,979 | $3,400-41.8% | $2,689-26.4% | $2,098-5.7% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $3,162-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $3,357-100.0% | $92-100.0% |