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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 | $10,763 | $48,064-77.6% | $78,778-86.3% | $69,631-84.5% |
| Participation rate | 99.7% | 61.6%+38.2pp | 69.2%+30.5pp | 70.7%+29.0pp |
| Annual return | -16.10% | 21.81%-37.9pp | 35.62%-51.7pp | 27571.02%-27587.1pp |
| Employer contribution / active EE | $5,804 | $744+680.5% | $1,986+192.3% | $2,032+185.6% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |