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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 | $3,841 | $27,330-85.9% | $67,704-94.3% | $55,191-93.0% |
| Participation rate | 97.8% | 47.5%+50.3pp | 67.5%+30.3pp | 69.2%+28.7pp |
| Annual return | -19.37% | 8.81%-28.2pp | 25.41%-44.8pp | 10.78%-30.1pp |
| Employer contribution / active EE | $1,027 | $855+20.2% | $2,559-59.9% | $1,899-45.9% |
| Participant deferral / active EE | $0 | $1,709-100.0% | $3,585-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $109-100.0% | $4,255-100.0% | $91-100.0% |