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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 | $23,011 | $93,010-75.3% | $96,538-76.2% | $74,473-69.1% |
| Participation rate | 95.7% | 71.6%+24.1pp | 74.3%+21.3pp | 70.7%+24.9pp |
| Annual return | -37.70% | 37.50%-75.2pp | 35.74%-73.4pp | 34.36%-72.1pp |
| Employer contribution / active EE | $11,522 | $3,427+236.2% | $3,740+208.0% | $2,638+336.7% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,737-100.0% | $347-100.0% |