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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 | $14,630 | $86,341-83.1% | $125,195-88.3% | $65,186-77.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | -17.32% | 27.44%-44.8pp | 43.79%-61.1pp | 29.39%-46.7pp |
| Employer contribution / active EE | $2,436 | $2,040+19.4% | $3,866-37.0% | $2,177+11.9% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |