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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 | $21,833 | $63,314-65.5% | $91,004-76.0% | $62,293-65.0% |
| Participation rate | 95.8% | 73.3%+22.5pp | 75.6%+20.2pp | 69.5%+26.3pp |
| Annual return | -64.85% | 21.00%-85.9pp | 4.60%-69.5pp | 28.90%-93.8pp |
| Employer contribution / active EE | $14,863 | $1,807+722.4% | $2,456+505.2% | $2,042+627.8% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |