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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 | $23,685 | $102,422-76.9% | $147,117-83.9% | $80,959-70.7% |
| Participation rate | 96.6% | 75.9%+20.8pp | 82.2%+14.4pp | 67.7%+29.0pp |
| Annual return | -32.86% | 135.16%-168.0pp | 420.54%-453.4pp | 35.67%-68.5pp |
| Employer contribution / active EE | $3,872 | $3,717+4.2% | $4,932-21.5% | $2,757+40.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |