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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 | $26,186 | $95,084-72.5% | $140,514-81.4% | $69,733-62.4% |
| Participation rate | 99.4% | 68.7%+30.7pp | 77.8%+21.6pp | 62.5%+36.9pp |
| Annual return | -2.10% | 18.56%-20.7pp | 14.36%-16.5pp | 15.22%-17.3pp |
| Employer contribution / active EE | $1,162 | $2,405-51.7% | $3,378-65.6% | $2,250-48.4% |
| Participant deferral / active EE | $0 | $3,868-100.0% | $4,919-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,885-100.0% | $13,697-100.0% | $3,102-100.0% |