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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 | $7,671 | $33,780-77.3% | $74,551-89.7% | $75,289-89.8% |
| Participation rate | 95.4% | 62.7%+32.7pp | 69.1%+26.2pp | 72.4%+23.0pp |
| Annual return | -35.59% | -1.24%-34.3pp | 32.53%-68.1pp | -0.04%-35.5pp |
| Employer contribution / active EE | $897 | $845+6.2% | $1,961-54.3% | $2,405-62.7% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $3,108-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $5,059-100.0% | $102-100.0% |