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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 | $27,024 | $93,182-71.0% | $146,643-81.6% | $79,391-66.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | -3.04% | 21.61%-24.6pp | 22.75%-25.8pp | 116.88%-119.9pp |
| Employer contribution / active EE | $2,831 | $2,420+17.0% | $4,137-31.6% | $2,428+16.6% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $627-100.0% |