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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 | $13,187 | $90,107-85.4% | $182,262-92.8% | $69,733-81.1% |
| Participation rate | 98.0% | 64.8%+33.2pp | 84.2%+13.8pp | 62.5%+35.6pp |
| Annual return | -11.26% | 95.58%-106.8pp | 140.60%-151.9pp | 15.22%-26.5pp |
| Employer contribution / active EE | $3,009 | $3,043-1.1% | $5,046-40.4% | $2,250+33.7% |
| Participant deferral / active EE | $0 | $5,135-100.0% | $8,276-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $3,377-100.0% | $16,712-100.0% | $3,102-100.0% |