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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 | $14,064 | $79,223-82.2% | $102,460-86.3% | $74,478-81.1% |
| Participation rate | 97.6% | 74.8%+22.8pp | 76.5%+21.1pp | 67.2%+30.3pp |
| Annual return | -48.12% | 54.98%-103.1pp | 29.47%-77.6pp | 1370.56%-1418.7pp |
| Employer contribution / active EE | $3,857 | $2,363+63.2% | $3,025+27.5% | $2,626+46.9% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $2,003-99.9% | $9,460-100.0% | $1,946-99.9% |