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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 | $8,464 | $80,138-89.4% | $130,270-93.5% | $71,529-88.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 76.3%+23.7pp | 67.9%+32.1pp |
| Annual return | -29.13% | 16.81%-45.9pp | 38.89%-68.0pp | 28.97%-58.1pp |
| Employer contribution / active EE | $1,364 | $2,834-51.9% | $4,128-67.0% | $2,590-47.3% |
| Participant deferral / active EE | $0 | $4,641-100.0% | $6,797-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,035-100.0% | $6,022-100.0% | $1,588-100.0% |