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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 | $38,185 | $100,061-61.8% | $120,344-68.3% | $64,728-41.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.7%+23.3pp | 57.9%+42.1pp |
| Annual return | -10.91% | 16.53%-27.4pp | 20.30%-31.2pp | 49.38%-60.3pp |
| Employer contribution / active EE | $1,533 | $3,112-50.8% | $3,020-49.3% | $2,243-31.7% |
| Participant deferral / active EE | $0 | $4,955-100.0% | $5,135-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $428-100.0% | $12,742-100.0% | $1,145-100.0% |