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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 | $15,301 | $122,042-87.5% | $184,243-91.7% | $74,429-79.4% |
| Participation rate | 98.0% | 85.5%+12.6pp | 86.8%+11.2pp | 67.2%+30.8pp |
| Annual return | -20.89% | 19.91%-40.8pp | 28.82%-49.7pp | 1368.38%-1389.3pp |
| Employer contribution / active EE | $5,637 | $4,538+24.2% | $6,427-12.3% | $2,625+114.8% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,252-100.0% | $13,914-100.0% | $1,944-100.0% |