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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 | $27,797 | $203,209-86.3% | $159,474-82.6% | - |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.8%+17.2pp | - |
| Annual return | -24.73% | 10.23%-35.0pp | 263.68%-288.4pp | - |
| Employer contribution / active EE | $4,938 | $2,919+69.1% | $4,831+2.2% | - |
| Participant deferral / active EE | $0 | $5,954-100.0% | $7,353-100.0% | - |
| Admin fee / account holder | $0 | $10,627-100.0% | $10,802-100.0% | - |