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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 | $6,371 | $92,091-93.1% | $63,018-89.9% | $77,958-91.8% |
| Participation rate | 98.2% | 74.5%+23.7pp | 74.8%+23.4pp | 71.6%+26.5pp |
| Annual return | -6.81% | 16.23%-23.0pp | 87.62%-94.4pp | 20.87%-27.7pp |
| Employer contribution / active EE | $2,063 | $3,424-39.8% | $2,761-25.3% | $2,310-10.7% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,330-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $48-100.0% | $3,601-100.0% | $97-100.0% |