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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 | $10,388 | $89,123-88.3% | $102,460-89.9% | $77,762-86.6% |
| Participation rate | 97.5% | 80.9%+16.5pp | 76.5%+21.0pp | 70.6%+26.9pp |
| Annual return | -27.18% | 25.05%-52.2pp | 29.47%-56.6pp | 31.27%-58.4pp |
| Employer contribution / active EE | $1,637 | $2,700-39.4% | $3,025-45.9% | $2,728-40.0% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |