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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 | $12,163 | $82,978-85.3% | $130,270-90.7% | $74,473-83.7% |
| Participation rate | 84.2% | 73.7%+10.5pp | 76.3%+7.9pp | 70.7%+13.4pp |
| Annual return | -12.56% | 123.05%-135.6pp | 38.89%-51.5pp | 34.36%-46.9pp |
| Employer contribution / active EE | $1,369 | $3,391-59.6% | $4,128-66.8% | $2,638-48.1% |
| Participant deferral / active EE | $0 | $5,370-100.0% | $6,797-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $6,022-100.0% | $347-100.0% |