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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 | $16,492 | $89,652-81.6% | $141,197-88.3% | $65,186-74.7% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.5%+12.0pp | 70.2%+24.2pp |
| Annual return | -4.88% | 32.79%-37.7pp | 71.41%-76.3pp | 29.39%-34.3pp |
| Employer contribution / active EE | $5,083 | $3,065+65.9% | $4,736+7.3% | $2,177+133.5% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $569-99.6% | $10,265-100.0% | $847-99.8% |