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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 | $37,735 | $122,219-69.1% | $147,096-74.3% | $199,921-81.1% |
| Participation rate | 99.4% | 78.3%+21.2pp | 82.2%+17.2pp | 72.0%+27.4pp |
| Annual return | -5.18% | 30.59%-35.8pp | 419.75%-424.9pp | 34.28%-39.5pp |
| Employer contribution / active EE | $3,315 | $4,096-19.1% | $4,936-32.8% | $3,035+9.2% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $2 | $179-98.7% | $13,005-100.0% | $269-99.2% |