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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 | $27,474 | $110,083-75.0% | $151,639-81.9% | $68,486-59.9% |
| Participation rate | 81.1% | 84.0%-2.9pp | 87.5%-6.4pp | 67.9%+13.2pp |
| Annual return | -21.02% | -10.12%-10.9pp | 3.34%-24.4pp | -7.85%-13.2pp |
| Employer contribution / active EE | $2,261 | $4,470-49.4% | $6,165-63.3% | $2,597-12.9% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $7,718-100.0% | $11,613-100.0% | $5,404-100.0% |