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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 | $29,327 | $101,798-71.2% | $165,071-82.2% | $80,935-63.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | -31.65% | 16.73%-48.4pp | 70.17%-101.8pp | 35.66%-67.3pp |
| Employer contribution / active EE | $1,960 | $2,954-33.7% | $4,347-54.9% | $2,757-28.9% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5 | $8,221-99.9% | $12,695-100.0% | $6,924-99.9% |