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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 | $23,629 | $91,474-74.2% | $135,982-82.6% | $71,529-67.0% |
| Participation rate | 98.1% | 75.7%+22.4pp | 81.9%+16.2pp | 67.9%+30.2pp |
| Annual return | -15.40% | 29.89%-45.3pp | 68.32%-83.7pp | 28.97%-44.4pp |
| Employer contribution / active EE | $4,819 | $3,705+30.0% | $4,859-0.8% | $2,590+86.1% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |