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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 | $17,758 | $107,378-83.5% | $108,582-83.6% | $57,658-69.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | -20.40% | 12.80%-33.2pp | -51.70%+31.3pp | 5.13%-25.5pp |
| Employer contribution / active EE | $1,789 | $1,782+0.4% | $3,758-52.4% | $1,974-9.4% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |