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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 | $111,335-77.6% | $214,702-88.4% | $65,306-61.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 87.5%+12.5pp | 57.7%+42.3pp |
| Annual return | -24.96% | 22.64%-47.6pp | 54.55%-79.5pp | 21.94%-46.9pp |
| Employer contribution / active EE | $3,469 | $3,806-8.9% | $6,461-46.3% | $1,967+76.3% |
| Participant deferral / active EE | $0 | $5,927-100.0% | $9,147-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $5,028-100.0% | $19,830-100.0% | $3,480-100.0% |