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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 | $11,978 | $49,940-76.0% | $95,740-87.5% | $74,460-83.9% |
| Participation rate | 97.6% | 66.8%+30.8pp | 72.3%+25.3pp | 70.7%+26.8pp |
| Annual return | -15.29% | 24.92%-40.2pp | 28.41%-43.7pp | 34.38%-49.7pp |
| Employer contribution / active EE | $912 | $1,639-44.4% | $2,836-67.9% | $2,638-65.4% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,244-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $300-100.0% | $5,676-100.0% | $348-100.0% |