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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 | $6,462 | $85,199-92.4% | $57,196-88.7% | $63,975-89.9% |
| Participation rate | 98.7% | 74.0%+24.7pp | 75.3%+23.4pp | 71.1%+27.6pp |
| Annual return | -2.01% | 10.43%-12.4pp | 14.59%-16.6pp | 48.65%-50.7pp |
| Employer contribution / active EE | $2,034 | $3,446-41.0% | $2,683-24.2% | $2,182-6.8% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $39-100.0% | $3,141-100.0% | $70-100.0% |