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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 | $17,122 | $72,404-76.4% | $110,243-84.5% | $64,173-73.3% |
| Participation rate | 98.8% | 73.3%+25.5pp | 79.8%+19.0pp | 69.6%+29.3pp |
| Annual return | -9.46% | -6.29%-3.2pp | 314.76%-324.2pp | 7.63%-17.1pp |
| Employer contribution / active EE | $5,821 | $2,282+155.1% | $3,827+52.1% | $2,381+144.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |