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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 | $17,324 | $38,833-55.4% | $78,778-78.0% | $77,958-77.8% |
| Participation rate | 87.2% | 60.9%+26.2pp | 69.2%+18.0pp | 71.6%+15.5pp |
| Annual return | -27.09% | 20.31%-47.4pp | 35.62%-62.7pp | 20.87%-48.0pp |
| Employer contribution / active EE | $1,709 | $840+103.6% | $1,986-13.9% | $2,310-26.0% |
| Participant deferral / active EE | $0 | $1,776-100.0% | $2,958-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $5,134-100.0% | $97-100.0% |