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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 | $11,171 | $64,729-82.7% | $112,263-90.0% | $68,490-83.7% |
| Participation rate | 93.2% | 67.2%+26.0pp | 75.1%+18.1pp | 67.9%+25.3pp |
| Annual return | -47.98% | -11.40%-36.6pp | 27.49%-75.5pp | -7.85%-40.1pp |
| Employer contribution / active EE | $1,433 | $2,746-47.8% | $3,636-60.6% | $2,597-44.8% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |