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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 | $22,479 | $71,142-68.4% | $119,634-81.2% | $64,824-65.3% |
| Participation rate | 96.0% | 78.6%+17.4pp | 79.3%+16.7pp | 71.5%+24.5pp |
| Annual return | -34.23% | -10.01%-24.2pp | -14.98%-19.3pp | 32.84%-67.1pp |
| Employer contribution / active EE | $10,230 | $2,497+309.6% | $4,232+141.7% | $2,507+308.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,329-100.0% | $188-100.0% |