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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 | $36,623 | $100,272-63.5% | $170,043-78.5% | $74,460-50.8% |
| Participation rate | 99.7% | 87.4%+12.3pp | 87.0%+12.7pp | 70.7%+28.9pp |
| Annual return | -22.93% | 66.12%-89.0pp | 53.40%-76.3pp | 34.38%-57.3pp |
| Employer contribution / active EE | $4,638 | $4,266+8.7% | $6,790-31.7% | $2,638+75.8% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $10 | $235-95.6% | $12,824-99.9% | $348-97.0% |