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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 | $25,613 | $65,378-60.8% | $87,103-70.6% | $65,186-60.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | -32.04% | 31.28%-63.3pp | 28.19%-60.2pp | 29.39%-61.4pp |
| Employer contribution / active EE | $2,545 | $1,823+39.7% | $2,521+0.9% | $2,177+16.9% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |