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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 | $24,957 | $121,671-79.5% | $211,142-88.2% | $64,340-61.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 87.3%+12.7pp | 55.2%+44.8pp |
| Annual return | -24.96% | 21.43%-46.4pp | 46.84%-71.8pp | 24.14%-49.1pp |
| Employer contribution / active EE | $3,469 | $4,066-14.7% | $6,442-46.2% | $1,862+86.3% |
| Participant deferral / active EE | $0 | $6,049-100.0% | $9,284-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,774-100.0% | $19,076-100.0% | $3,703-100.0% |