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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 | $18,359 | $72,639-74.7% | $90,766-79.8% | $66,949-72.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -24.64% | -12.28%-12.4pp | -12.16%-12.5pp | 1.57%-26.2pp |
| Employer contribution / active EE | $1,198 | $2,369-49.5% | $2,922-59.0% | $2,545-52.9% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $708-100.0% | $8,446-100.0% | $594-100.0% |