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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 | $18,168 | $66,319-72.6% | $93,621-80.6% | $65,186-72.1% |
| Participation rate | 96.9% | 74.0%+22.9pp | 75.8%+21.1pp | 70.2%+26.7pp |
| Annual return | -61.82% | 42.59%-104.4pp | 32.76%-94.6pp | 29.39%-91.2pp |
| Employer contribution / active EE | $13,529 | $2,013+572.2% | $2,719+397.6% | $2,177+521.5% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,890-100.0% | $847-100.0% |