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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 | $25,011 | $76,112-67.1% | $96,544-74.1% | $71,529-65.0% |
| Participation rate | 95.7% | 74.4%+21.3pp | 76.0%+19.7pp | 67.9%+27.8pp |
| Annual return | -18.84% | 22.80%-41.6pp | 25.88%-44.7pp | 28.97%-47.8pp |
| Employer contribution / active EE | $4,393 | $2,248+95.4% | $2,966+48.1% | $2,590+69.6% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $5 | $2,708-99.8% | $8,254-99.9% | $1,588-99.7% |