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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 | $32,639 | $79,089-58.7% | $100,392-67.5% | $74,459-56.2% |
| Participation rate | 78.7% | 79.4%-0.7pp | 81.5%-2.8pp | 67.2%+11.5pp |
| Annual return | -10.51% | 20.61%-31.1pp | 49.45%-60.0pp | 1369.70%-1380.2pp |
| Employer contribution / active EE | $2,899 | $3,015-3.9% | $3,941-26.5% | $2,626+10.4% |
| Participant deferral / active EE | $0 | $7,747-100.0% | $8,090-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,336-100.0% | $7,904-100.0% | $1,945-100.0% |