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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 | $34,887 | $122,042-71.4% | $184,243-81.1% | $74,429-53.1% |
| Participation rate | 99.5% | 85.5%+14.1pp | 86.8%+12.7pp | 67.2%+32.3pp |
| Annual return | -20.56% | 19.91%-40.5pp | 28.82%-49.4pp | 1368.38%-1388.9pp |
| Employer contribution / active EE | $4,751 | $4,538+4.7% | $6,427-26.1% | $2,625+81.0% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $18 | $1,252-98.6% | $13,914-99.9% | $1,944-99.1% |