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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 | $15,758 | $81,476-80.7% | $102,383-84.6% | $80,925-80.5% |
| Participation rate | 97.5% | 66.8%+30.6pp | 74.5%+23.0pp | 67.7%+29.8pp |
| Annual return | -80.69% | 25.59%-106.3pp | 24.94%-105.6pp | 35.65%-116.3pp |
| Employer contribution / active EE | $10,346 | $3,105+233.2% | $3,870+167.3% | $2,756+275.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |