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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 | $13,860 | $136,853-89.9% | $130,231-89.4% | $80,157-82.7% |
| Participation rate | 99.1% | 81.6%+17.4pp | 76.3%+22.8pp | 72.9%+26.2pp |
| Annual return | -32.09% | 22.66%-54.8pp | 38.86%-71.0pp | 40.39%-72.5pp |
| Employer contribution / active EE | $6,242 | $3,395+83.9% | $4,126+51.3% | $2,977+109.7% |
| Participant deferral / active EE | $0 | $5,856-100.0% | $6,799-100.0% | $5,015-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,020-100.0% | $145-100.0% |