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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 | $33,495 | $91,760-63.5% | $156,181-78.6% | $67,986-50.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 78.8%+21.2pp | 57.2%+42.8pp |
| Annual return | -0.74% | 18.14%-18.9pp | 64.87%-65.6pp | 31.67%-32.4pp |
| Employer contribution / active EE | $5,018 | $2,419+107.4% | $4,294+16.9% | $2,019+148.6% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,949-100.0% | $14,586-100.0% | $3,203-100.0% |