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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 | $13,889 | $148,970-90.7% | $133,698-89.6% | $200,096-93.1% |
| Participation rate | 99.2% | 79.4%+19.9pp | 76.4%+22.8pp | 72.0%+27.2pp |
| Annual return | -22.65% | 27.07%-49.7pp | 580.90%-603.5pp | 34.26%-56.9pp |
| Employer contribution / active EE | $6,412 | $3,561+80.1% | $4,218+52.0% | $3,038+111.1% |
| Participant deferral / active EE | $0 | $6,140-100.0% | $7,016-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $6,703-100.0% | $269-100.0% |