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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 | $12,841 | $98,760-87.0% | $149,710-91.4% | $79,860-83.9% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.5%+12.2pp | 69.6%+25.0pp |
| Annual return | -47.33% | 27.43%-74.8pp | 276.63%-324.0pp | 31.72%-79.0pp |
| Employer contribution / active EE | $18,602 | $3,217+478.3% | $4,645+300.5% | $2,471+652.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |