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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 | $11,209 | $89,652-87.5% | $141,197-92.1% | $65,186-82.8% |
| Participation rate | 95.2% | 74.7%+20.5pp | 82.5%+12.8pp | 70.2%+25.0pp |
| Annual return | -86.44% | 32.79%-119.2pp | 71.41%-157.8pp | 29.39%-115.8pp |
| Employer contribution / active EE | $13,232 | $3,065+331.7% | $4,736+179.4% | $2,177+507.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $569-99.8% | $10,265-100.0% | $847-99.9% |