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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 | $13,492 | $72,273-81.3% | $101,275-86.7% | $79,856-83.1% |
| Participation rate | 92.6% | 68.5%+24.2pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | -28.18% | 22.30%-50.5pp | 46.48%-74.7pp | 31.71%-59.9pp |
| Employer contribution / active EE | $1,471 | $2,691-45.4% | $3,660-59.8% | $2,471-40.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |