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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 | $13,528 | $56,339-76.0% | $104,299-87.0% | $68,490-80.2% |
| Participation rate | 98.8% | 63.3%+35.5pp | 73.3%+25.5pp | 67.9%+30.9pp |
| Annual return | -38.61% | -9.19%-29.4pp | 24.62%-63.2pp | -7.85%-30.8pp |
| Employer contribution / active EE | $4,048 | $1,960+106.5% | $3,373+20.0% | $2,597+55.9% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,902-100.0% | $7,339-100.0% | $5,403-100.0% |