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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 | $17,489 | $104,482-83.3% | $159,455-89.0% | $79,393-78.0% |
| Participation rate | 99.5% | 76.6%+22.9pp | 82.8%+16.7pp | 70.7%+28.8pp |
| Annual return | -3.94% | 67.96%-71.9pp | 263.63%-267.6pp | 116.87%-120.8pp |
| Employer contribution / active EE | $2,337 | $3,416-31.6% | $4,830-51.6% | $2,428-3.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,800-100.0% | $627-100.0% |