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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 | $27,049 | $76,090-64.5% | $96,569-72.0% | $71,476-62.2% |
| Participation rate | 80.7% | 74.4%+6.3pp | 76.0%+4.8pp | 67.9%+12.8pp |
| Annual return | -76.30% | 22.80%-99.1pp | 25.87%-102.2pp | 28.85%-105.1pp |
| Employer contribution / active EE | $13,999 | $2,247+523.0% | $2,965+372.1% | $2,589+440.8% |
| Participant deferral / active EE | $0 | $4,218-100.0% | $4,851-100.0% | $4,290-100.0% |
| Admin fee / account holder | $2 | $2,707-99.9% | $8,251-100.0% | $1,587-99.9% |