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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 | $9,320 | $83,023-88.8% | $102,437-90.9% | $77,762-88.0% |
| Participation rate | 88.4% | 71.5%+16.9pp | 74.5%+13.9pp | 70.6%+17.8pp |
| Annual return | -22.11% | 19.12%-41.2pp | 24.95%-47.1pp | 31.27%-53.4pp |
| Employer contribution / active EE | $2,055 | $3,552-42.1% | $3,871-46.9% | $2,728-24.7% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |