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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 | $79,867-67.2% | $120,344-78.2% | $64,340-59.3% |
| Participation rate | 99.4% | 63.0%+36.4pp | 76.7%+22.6pp | 55.2%+44.1pp |
| Annual return | -2.10% | 21.10%-23.2pp | 20.30%-22.4pp | 24.14%-26.2pp |
| Employer contribution / active EE | $1,162 | $1,925-39.6% | $3,020-61.5% | $1,862-37.6% |
| Participant deferral / active EE | $0 | $3,593-100.0% | $5,135-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $5,039-100.0% | $12,742-100.0% | $3,703-100.0% |