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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 | $12,657 | $123,793-89.8% | $177,848-92.9% | $79,856-84.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | -16.80% | 22.82%-39.6pp | 48.33%-65.1pp | 31.71%-48.5pp |
| Employer contribution / active EE | $2,326 | $4,095-43.2% | $5,919-60.7% | $2,471-5.9% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,431-100.0% | $5,306-100.0% |