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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 | $15,525 | $95,453-83.7% | $112,040-86.1% | $82,448-81.2% |
| Participation rate | 98.8% | 72.8%+26.0pp | 76.5%+22.3pp | 68.1%+30.7pp |
| Annual return | -4.39% | 23.92%-28.3pp | 24.52%-28.9pp | 41.64%-46.0pp |
| Employer contribution / active EE | $6,341 | $2,318+173.6% | $2,954+114.7% | $2,551+148.6% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |