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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 | $12,173 | $52,967-77.0% | $172,753-93.0% | $65,186-81.3% |
| Participation rate | 85.9% | 66.2%+19.7pp | 82.6%+3.3pp | 70.2%+15.7pp |
| Annual return | -2.38% | 30.12%-32.5pp | 803.00%-805.4pp | 29.39%-31.8pp |
| Employer contribution / active EE | $1,950 | $2,190-11.0% | $5,144-62.1% | $2,177-10.4% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |