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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 | $21,111 | $77,677-72.8% | $109,173-80.7% | $79,391-73.4% |
| Participation rate | 83.7% | 67.8%+15.9pp | 75.9%+7.8pp | 70.7%+13.0pp |
| Annual return | -41.80% | 23.44%-65.2pp | 25.75%-67.6pp | 116.88%-158.7pp |
| Employer contribution / active EE | $6,522 | $2,798+133.1% | $3,723+75.2% | $2,428+168.6% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $21 | $732-97.1% | $6,755-99.7% | $627-96.6% |