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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 | $19,896 | $95,453-79.2% | $112,040-82.2% | $82,448-75.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | -42.00% | 23.92%-65.9pp | 24.52%-66.5pp | 41.64%-83.6pp |
| Employer contribution / active EE | $10,853 | $2,318+368.2% | $2,954+267.4% | $2,551+325.4% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |