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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 | $12,964 | $64,138-79.8% | $112,258-88.5% | $66,930-80.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -21.19% | -13.81%-7.4pp | 27.47%-48.7pp | 1.57%-22.8pp |
| Employer contribution / active EE | $4,746 | $3,006+57.9% | $3,636+30.5% | $2,545+86.5% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $73 | $625-88.4% | $6,411-98.9% | $593-87.7% |