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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 | $38,693 | $93,182-58.5% | $146,685-73.6% | $79,393-51.3% |
| Participation rate | 80.4% | 76.4%+4.0pp | 80.1%+0.4pp | 70.7%+9.7pp |
| Annual return | -2.12% | 21.61%-23.7pp | 22.75%-24.9pp | 116.87%-119.0pp |
| Employer contribution / active EE | $3,706 | $2,420+53.2% | $4,137-10.4% | $2,428+52.7% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,507-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $627-100.0% |