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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 | $11,782 | $65,453-82.0% | $86,698-86.4% | $66,938-82.4% |
| Participation rate | 91.4% | 75.5%+15.9pp | 76.6%+14.8pp | 69.8%+21.5pp |
| Annual return | -18.52% | -10.89%-7.6pp | 35.95%-54.5pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,752 | $2,154-18.7% | $2,837-38.3% | $2,545-31.2% |
| Participant deferral / active EE | $3,385 | $4,102-17.5% | $4,656-27.3% | $4,238-20.1% |
| Admin fee / account holder | $6 | $642-99.0% | $7,493-99.9% | $594-98.9% |