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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 | $79,045-58.7% | $100,378-67.5% | $74,429-56.1% |
| Participation rate | 78.7% | 79.4%-0.7pp | 81.5%-2.8pp | 67.2%+11.5pp |
| Annual return | -10.51% | 20.61%-31.1pp | 49.41%-59.9pp | 1368.38%-1378.9pp |
| Employer contribution / active EE | $2,899 | $3,015-3.9% | $3,942-26.5% | $2,625+10.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $8,087-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $7,899-100.0% | $1,944-100.0% |