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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 | $45,597 | $156,318-70.8% | $145,433-68.6% | - |
| Participation rate | 77.8% | 68.6%+9.2pp | 82.1%-4.3pp | - |
| Annual return | -6.03% | 26.27%-32.3pp | 66.58%-72.6pp | - |
| Employer contribution / active EE | $3,842 | $3,387+13.4% | $4,554-15.7% | - |
| Participant deferral / active EE | $0 | $6,196-100.0% | $7,897-100.0% | - |
| Admin fee / account holder | $5 | $8,746-99.9% | $13,129-100.0% | - |