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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 | $8,664 | $2,703,213-99.7% | $165,100-94.8% | $200,096-95.7% |
| Participation rate | 99.2% | 78.4%+20.7pp | 78.6%+20.6pp | 72.0%+27.2pp |
| Annual return | -24.12% | 17.97%-42.1pp | 70.21%-94.3pp | 34.26%-58.4pp |
| Employer contribution / active EE | $2,738 | $2,973-7.9% | $4,348-37.0% | $3,038-9.9% |
| Participant deferral / active EE | $0 | $5,021-100.0% | $6,035-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $1,999-100.0% | $12,696-100.0% | $269-100.0% |