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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 | $10,020 | $79,519-87.4% | $95,964-89.6% | $73,412-86.4% |
| Participation rate | 93.5% | 81.2%+12.3pp | 77.1%+16.4pp | 72.2%+21.3pp |
| Annual return | -3.74% | 19.20%-22.9pp | 91.64%-95.4pp | 59.30%-63.0pp |
| Employer contribution / active EE | $1,154 | $2,048-43.6% | $2,541-54.6% | $2,234-48.3% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,797-100.0% | $158-100.0% |