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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 | $14,242 | $73,638-80.7% | $95,964-85.2% | $73,497-80.6% |
| Participation rate | 98.1% | 76.2%+21.9pp | 77.1%+21.0pp | 70.7%+27.4pp |
| Annual return | -78.48% | 16.78%-95.3pp | 91.64%-170.1pp | 28.51%-107.0pp |
| Employer contribution / active EE | $9,556 | $1,863+412.9% | $2,541+276.0% | $2,270+320.9% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,797-100.0% | $513-100.0% |