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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 | $13,027 | $82,523-84.2% | $115,752-88.7% | $70,126-81.4% |
| Participation rate | 98.6% | 74.0%+24.6pp | 77.8%+20.8pp | 69.5%+29.0pp |
| Annual return | -30.49% | 28.22%-58.7pp | 19.41%-49.9pp | 73.15%-103.6pp |
| Employer contribution / active EE | $848 | $2,758-69.3% | $3,492-75.7% | $2,343-63.8% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $4,552-100.0% | $6,278-100.0% | $4,645-100.0% |