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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 | $13,668 | $39,458-65.4% | $60,547-77.4% | $55,191-75.2% |
| Participation rate | 97.6% | 59.6%+38.0pp | 68.0%+29.6pp | 69.2%+28.4pp |
| Annual return | -5.65% | 3.35%-9.0pp | 335.64%-341.3pp | 10.78%-16.4pp |
| Employer contribution / active EE | $1,625 | $1,210+34.4% | $2,419-32.8% | $1,899-14.4% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $4,536-100.0% | $91-100.0% |