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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 | $15,289 | $88,122-82.6% | $141,197-89.2% | $67,582-77.4% |
| Participation rate | 97.7% | 76.5%+21.3pp | 82.5%+15.3pp | 71.3%+26.5pp |
| Annual return | -7.46% | 75.40%-82.9pp | 71.41%-78.9pp | 378.57%-386.0pp |
| Employer contribution / active EE | $2,594 | $3,224-19.6% | $4,736-45.2% | $2,148+20.8% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,265-100.0% | $142-100.0% |