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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 | $15,600 | $93,010-83.2% | $96,515-83.8% | $74,460-79.0% |
| Participation rate | 99.7% | 71.6%+28.2pp | 74.3%+25.4pp | 70.7%+29.0pp |
| Annual return | -12.32% | 37.50%-49.8pp | 35.73%-48.0pp | 34.38%-46.7pp |
| Employer contribution / active EE | $5,440 | $3,427+58.7% | $3,740+45.5% | $2,638+106.2% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,735-100.0% | $348-100.0% |