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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 | $17,035 | $95,417-82.1% | $135,974-87.5% | $74,460-77.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | -26.45% | 32.76%-59.2pp | 68.30%-94.8pp | 34.38%-60.8pp |
| Employer contribution / active EE | $1,937 | $3,878-50.1% | $4,859-60.1% | $2,638-26.6% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $7 | $266-97.3% | $10,767-99.9% | $348-98.0% |