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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 | $26,959 | $79,438-66.1% | $106,554-74.7% | $79,389-66.0% |
| Participation rate | 97.0% | 74.2%+22.9pp | 76.1%+20.9pp | 70.7%+26.3pp |
| Annual return | -17.68% | 18.27%-35.9pp | 26.80%-44.5pp | 116.89%-134.6pp |
| Employer contribution / active EE | $4,519 | $2,235+102.2% | $2,819+60.3% | $2,428+86.1% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,408-100.0% | $626-100.0% |