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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 | $16,919 | $63,114-73.2% | $92,915-81.8% | $65,186-74.0% |
| Participation rate | 98.8% | 68.8%+30.0pp | 76.0%+22.8pp | 70.2%+28.6pp |
| Annual return | -50.37% | 28.75%-79.1pp | 109.45%-159.8pp | 29.39%-79.8pp |
| Employer contribution / active EE | $2,469 | $2,571-3.9% | $3,653-32.4% | $2,177+13.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $624-99.9% | $5,796-100.0% | $847-99.9% |