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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 | $19,638 | $65,378-70.0% | $87,103-77.5% | $65,186-69.9% |
| Participation rate | 99.2% | 75.3%+23.8pp | 76.9%+22.3pp | 70.2%+29.0pp |
| Annual return | -9.25% | 31.28%-40.5pp | 28.19%-37.4pp | 29.39%-38.6pp |
| Employer contribution / active EE | $539 | $1,823-70.4% | $2,521-78.6% | $2,177-75.2% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |