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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 | $5,285 | $70,486-92.5% | $100,535-94.7% | $79,856-93.4% |
| Participation rate | 98.5% | 73.6%+24.8pp | 79.4%+19.1pp | 69.6%+28.8pp |
| Annual return | -46.99% | 21.90%-68.9pp | 30.90%-77.9pp | 31.71%-78.7pp |
| Employer contribution / active EE | $5,871 | $2,165+171.2% | $3,419+71.7% | $2,471+137.6% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,480-100.0% | $8,085-100.0% | $5,306-100.0% |