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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 | $14,816 | $130,294-88.6% | $170,043-91.3% | $71,511-79.3% |
| Participation rate | 97.2% | 86.2%+11.0pp | 87.0%+10.2pp | 67.9%+29.3pp |
| Annual return | -8.72% | 20.36%-29.1pp | 53.40%-62.1pp | 28.86%-37.6pp |
| Employer contribution / active EE | $3,237 | $4,385-26.2% | $6,790-52.3% | $2,589+25.0% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,824-100.0% | $1,588-100.0% |