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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 | $117,746-78.8% | $256,809-90.3% | $69,733-64.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 88.5%+11.5pp | 62.5%+37.5pp |
| Annual return | -24.96% | 18.13%-43.1pp | 32.73%-57.7pp | 15.22%-40.2pp |
| Employer contribution / active EE | $3,469 | $4,123-15.9% | $7,263-52.2% | $2,250+54.2% |
| Participant deferral / active EE | $0 | $5,632-100.0% | $9,520-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,334-100.0% | $25,146-100.0% | $3,102-100.0% |