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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 | $29,400 | $84,936-65.4% | $111,308-73.6% | $79,391-63.0% |
| Participation rate | 97.9% | 75.9%+22.0pp | 77.3%+20.5pp | 70.7%+27.1pp |
| Annual return | -17.26% | 17.45%-34.7pp | 54.67%-71.9pp | 116.88%-134.1pp |
| Employer contribution / active EE | $3,716 | $1,979+87.8% | $2,732+36.0% | $2,428+53.1% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $11 | $537-97.9% | $7,965-99.9% | $627-98.2% |