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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 | $16,344 | $74,024-77.9% | $78,002-79.0% | $57,658-71.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | -56.65% | 12.14%-68.8pp | 425.99%-482.6pp | 5.13%-61.8pp |
| Employer contribution / active EE | $9,877 | $2,365+317.6% | $2,470+299.9% | $1,974+400.4% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $5,481-100.0% | $95-100.0% |