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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 | $32,500 | $98,982-67.2% | $162,185-80.0% | $65,186-50.1% |
| Participation rate | 99.3% | 85.8%+13.5pp | 87.6%+11.7pp | 70.2%+29.1pp |
| Annual return | -4.45% | 24.84%-29.3pp | 115.61%-120.1pp | 29.39%-33.8pp |
| Employer contribution / active EE | $14,215 | $3,467+310.1% | $5,613+153.2% | $2,177+553.0% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,844-100.0% | $847-100.0% |