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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 | $21,745 | $77,677-72.0% | $109,173-80.1% | $79,391-72.6% |
| Participation rate | 97.7% | 67.8%+29.9pp | 75.9%+21.8pp | 70.7%+27.0pp |
| Annual return | -32.09% | 23.44%-55.5pp | 25.75%-57.8pp | 116.88%-149.0pp |
| Employer contribution / active EE | $5,098 | $2,798+82.2% | $3,723+36.9% | $2,428+110.0% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |