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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 | $15,436 | $56,540-72.7% | $185,849-91.7% | $86,821-82.2% |
| Participation rate | 96.4% | 65.5%+30.9pp | 81.7%+14.7pp | 72.3%+24.1pp |
| Annual return | -23.04% | 118.20%-141.2pp | 122.10%-145.1pp | 97.94%-121.0pp |
| Employer contribution / active EE | $2,493 | $1,844+35.1% | $5,169-51.8% | $2,406+3.6% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $3 | $150-98.2% | $16,244-100.0% | $170-98.4% |