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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 | $13,142 | $107,378-87.8% | $108,582-87.9% | $57,658-77.2% |
| Participation rate | 99.6% | 77.1%+22.5pp | 79.6%+20.0pp | 70.2%+29.4pp |
| Annual return | -19.45% | 12.80%-32.3pp | -51.70%+32.2pp | 5.13%-24.6pp |
| Employer contribution / active EE | $6,184 | $1,782+247.1% | $3,758+64.5% | $1,974+213.3% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-99.8% | $7,645-100.0% | $95-99.7% |