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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 | $20,616 | $73,102-71.8% | $123,553-83.3% | $56,289-63.4% |
| Participation rate | 82.0% | 74.3%+7.7pp | 82.3%-0.3pp | 69.9%+12.1pp |
| Annual return | -19.88% | 3.01%-22.9pp | 119.21%-139.1pp | -9.96%-9.9pp |
| Employer contribution / active EE | $691 | $2,977-76.8% | $4,628-85.1% | $2,111-67.2% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |