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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 | $27,436 | $102,661-73.3% | $151,639-81.9% | $66,938-59.0% |
| Participation rate | 96.9% | 85.5%+11.4pp | 87.5%+9.5pp | 69.8%+27.1pp |
| Annual return | -17.65% | -10.81%-6.8pp | 3.34%-21.0pp | 1.58%-19.2pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $6,165-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $8,182 | $6,645+23.1% | $8,363-2.2% | $4,238+93.1% |
| Admin fee / account holder | $1 | $630-99.9% | $11,613-100.0% | $594-99.9% |