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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 | $16,682 | $57,921-71.2% | $98,716-83.1% | $103,975-84.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 69.3%+30.7pp | 72.5%+27.5pp |
| Annual return | -7.49% | 13.15%-20.6pp | 31.81%-39.3pp | 19.41%-26.9pp |
| Employer contribution / active EE | $1,358 | $1,595-14.8% | $2,279-40.4% | $3,722-63.5% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $4,048-100.0% | $5,343-100.0% |
| Admin fee / account holder | $0 | $324-100.0% | $8,703-100.0% | $332-100.0% |