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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 | $28,237 | $104,336-72.9% | $159,487-82.3% | $86,821-67.5% |
| Participation rate | 98.5% | 77.7%+20.8pp | 82.8%+15.7pp | 72.3%+26.2pp |
| Annual return | -12.76% | 26.32%-39.1pp | 263.71%-276.5pp | 97.94%-110.7pp |
| Employer contribution / active EE | $4,508 | $3,451+30.6% | $4,831-6.7% | $2,406+87.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |