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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 | $81,334-67.8% | $113,397-76.9% | $64,097-59.1% |
| Participation rate | 99.4% | 65.6%+33.7pp | 76.5%+22.9pp | 55.2%+44.2pp |
| Annual return | -2.10% | 32.50%-34.6pp | 23.20%-25.3pp | 34.64%-36.7pp |
| Employer contribution / active EE | $1,162 | $2,077-44.1% | $2,977-61.0% | $1,891-38.6% |
| Participant deferral / active EE | $0 | $3,795-100.0% | $5,076-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $4,208-100.0% | $11,957-100.0% | $3,454-100.0% |