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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 | $16,581 | $83,023-80.0% | $102,437-83.8% | $77,762-78.7% |
| Participation rate | 96.4% | 71.5%+24.8pp | 74.5%+21.9pp | 70.6%+25.8pp |
| Annual return | -13.68% | 19.12%-32.8pp | 24.95%-38.6pp | 31.27%-44.9pp |
| Employer contribution / active EE | $1,134 | $3,552-68.1% | $3,871-70.7% | $2,728-58.4% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $639-99.9% | $8,388-100.0% | $433-99.8% |