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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 | $21,288 | $64,138-66.8% | $112,258-81.0% | $66,930-68.2% |
| Participation rate | 98.2% | 68.5%+29.7pp | 75.1%+23.1pp | 69.8%+28.4pp |
| Annual return | -95.97% | -13.81%-82.2pp | 27.47%-123.4pp | 1.57%-97.5pp |
| Employer contribution / active EE | $21,638 | $3,006+619.7% | $3,636+495.2% | $2,545+750.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1 | $625-99.9% | $6,411-100.0% | $593-99.9% |