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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 | $122,128-69.1% | $147,117-74.4% | $200,096-81.1% |
| Participation rate | 99.4% | 78.2%+21.2pp | 82.2%+17.2pp | 72.0%+27.4pp |
| Annual return | -5.18% | 30.58%-35.8pp | 420.54%-425.7pp | 34.26%-39.4pp |
| Employer contribution / active EE | $3,315 | $4,093-19.0% | $4,932-32.8% | $3,038+9.1% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $2 | $180-98.7% | $12,993-100.0% | $269-99.2% |