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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 | $15,824 | $140,190-88.7% | $115,756-86.3% | $77,906-79.7% |
| Participation rate | 98.9% | 81.0%+17.8pp | 77.1%+21.8pp | 73.7%+25.2pp |
| Annual return | -35.59% | -13.46%-22.1pp | 143.14%-178.7pp | 12.16%-47.7pp |
| Employer contribution / active EE | $5,973 | $3,169+88.5% | $3,793+57.5% | $2,846+109.9% |
| Participant deferral / active EE | $0 | $5,401-100.0% | $6,254-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $138-100.0% | $8,124-100.0% | $133-100.0% |