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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 | $13,925 | $60,989-77.2% | $60,899-77.1% | $66,930-79.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -19.41% | -9.60%-9.8pp | 16.92%-36.3pp | 1.57%-21.0pp |
| Employer contribution / active EE | $1,462 | $2,661-45.1% | $2,702-45.9% | $2,545-42.6% |
| Participant deferral / active EE | $4,541 | $3,615+25.6% | $3,817+19.0% | $4,238+7.1% |
| Admin fee / account holder | $58 | $338-82.9% | $3,225-98.2% | $593-90.2% |