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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 | $3,069 | $93,010-96.7% | $96,538-96.8% | $74,473-95.9% |
| Participation rate | 96.1% | 71.6%+24.5pp | 74.3%+21.8pp | 70.7%+25.4pp |
| Annual return | -65.31% | 37.50%-102.8pp | 35.74%-101.0pp | 34.36%-99.7pp |
| Employer contribution / active EE | $2,019 | $3,427-41.1% | $3,740-46.0% | $2,638-23.5% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $1 | $633-99.9% | $6,737-100.0% | $347-99.8% |