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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 | $17,058 | $94,833-82.0% | $75,717-77.5% | $86,813-80.4% |
| Participation rate | 97.6% | 79.1%+18.5pp | 74.8%+22.8pp | 72.3%+25.3pp |
| Annual return | -7.14% | 16.91%-24.1pp | 104.58%-111.7pp | 97.93%-105.1pp |
| Employer contribution / active EE | $3,113 | $2,904+7.2% | $2,743+13.5% | $2,406+29.4% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $109-100.0% | $3,619-100.0% | $170-100.0% |