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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 | $16,546 | $70,002-76.4% | $115,038-85.6% | $52,331-68.4% |
| Participation rate | 99.5% | 72.1%+27.4pp | 81.4%+18.1pp | 68.1%+31.4pp |
| Annual return | -18.29% | 4.04%-22.3pp | 26.14%-44.4pp | 4.54%-22.8pp |
| Employer contribution / active EE | $5,507 | $2,715+102.9% | $4,608+19.5% | $1,882+192.7% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |