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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 | $32,133 | $94,529-66.0% | $140,019-77.1% | $64,173-49.9% |
| Participation rate | 96.7% | 84.1%+12.7pp | 87.5%+9.2pp | 69.6%+27.2pp |
| Annual return | -7.92% | 7.77%-15.7pp | 651.15%-659.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,435 | $3,812-62.3% | $5,605-74.4% | $2,381-39.7% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |