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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 | $13,274 | $71,523-81.4% | $98,461-86.5% | $71,511-81.4% |
| Participation rate | 98.1% | 72.7%+25.4pp | 75.2%+22.9pp | 67.9%+30.2pp |
| Annual return | -29.57% | 32.43%-62.0pp | 21.17%-50.7pp | 28.86%-58.4pp |
| Employer contribution / active EE | $1,727 | $2,399-28.0% | $3,049-43.4% | $2,589-33.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,676-100.0% | $8,961-100.0% | $1,588-100.0% |