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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 | $10,499 | $61,390-82.9% | $112,228-90.6% | $75,177-86.0% |
| Participation rate | 85.7% | 61.6%+24.1pp | 72.4%+13.3pp | 67.2%+18.5pp |
| Annual return | -42.33% | 28.47%-70.8pp | 30.23%-72.6pp | 160.75%-203.1pp |
| Employer contribution / active EE | $4,209 | $2,015+108.9% | $3,432+22.6% | $2,671+57.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $4,862-100.0% | $7,752-100.0% | $5,651-100.0% |