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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 | $9,977 | $65,390-84.7% | $169,369-94.1% | $71,476-86.0% |
| Participation rate | 76.5% | 67.0%+9.6pp | 77.2%-0.6pp | 67.9%+8.6pp |
| Annual return | -10.43% | 21.31%-31.7pp | 405.70%-416.1pp | 28.85%-39.3pp |
| Employer contribution / active EE | $2,812 | $2,079+35.3% | $4,011-29.9% | $2,589+8.6% |
| Participant deferral / active EE | $0 | $4,367-100.0% | $6,221-100.0% | $4,290-100.0% |
| Admin fee / account holder | $0 | $1,324-100.0% | $9,009-100.0% | $1,587-100.0% |