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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 | $9,375 | $87,132-89.2% | $105,624-91.1% | $80,959-88.4% |
| Participation rate | 95.2% | 70.4%+24.8pp | 75.3%+20.0pp | 67.7%+27.6pp |
| Annual return | -51.01% | 17.03%-68.0pp | 116.20%-167.2pp | 35.67%-86.7pp |
| Employer contribution / active EE | $2,810 | $2,397+17.2% | $3,168-11.3% | $2,757+1.9% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,449-100.0% | $10,961-100.0% | $6,925-100.0% |