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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 | $16,522 | $75,419-78.1% | $392,568-95.8% | $67,579-75.6% |
| Participation rate | 98.1% | 74.8%+23.2pp | 78.1%+20.0pp | 71.3%+26.8pp |
| Annual return | -5.77% | 36.70%-42.5pp | 24.42%-30.2pp | 378.56%-384.3pp |
| Employer contribution / active EE | $2,630 | $2,636-0.2% | $3,783-30.5% | $2,148+22.4% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $5,985-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,260-100.0% | $142-100.0% |