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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 | $33,979 | $100,272-66.1% | $170,057-80.0% | $74,473-54.4% |
| Participation rate | 99.7% | 87.4%+12.3pp | 87.0%+12.7pp | 70.7%+29.0pp |
| Annual return | -13.92% | 66.12%-80.0pp | 53.42%-67.3pp | 34.36%-48.3pp |
| Employer contribution / active EE | $2,591 | $4,266-39.2% | $6,790-61.8% | $2,638-1.8% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,411-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $12,826-100.0% | $347-100.0% |