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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 | $23,137 | $83,019-72.1% | $130,014-82.2% | $71,476-67.6% |
| Participation rate | 95.1% | 74.1%+21.0pp | 78.5%+16.6pp | 67.9%+27.2pp |
| Annual return | -18.73% | 20.60%-39.3pp | -137.22%+118.5pp | 28.85%-47.6pp |
| Employer contribution / active EE | $2,402 | $2,623-8.4% | $4,320-44.4% | $2,589-7.2% |
| Participant deferral / active EE | $0 | $4,434-100.0% | $5,821-100.0% | $4,290-100.0% |
| Admin fee / account holder | $1 | $1,728-100.0% | $10,616-100.0% | $1,587-100.0% |