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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 | $8,807 | $56,894-84.5% | $84,753-89.6% | $62,881-86.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -4.14% | 6.30%-10.4pp | 22.78%-26.9pp | 20.14%-24.3pp |
| Employer contribution / active EE | $8,175 | $2,400+240.6% | $3,574+128.7% | $2,281+258.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $24 | $3,581-99.3% | $5,333-99.5% | $4,296-99.4% |