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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 | $8,900 | $50,082-82.2% | $93,515-90.5% | $79,856-88.9% |
| Participation rate | 98.4% | 60.9%+37.5pp | 66.8%+31.6pp | 69.6%+28.8pp |
| Annual return | -14.50% | 24.59%-39.1pp | 78.21%-92.7pp | 31.71%-46.2pp |
| Employer contribution / active EE | $4,477 | $1,303+243.5% | $2,077+115.5% | $2,471+81.2% |
| Participant deferral / active EE | $0 | $2,212-100.0% | $3,129-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1 | $3,454-100.0% | $5,235-100.0% | $5,306-100.0% |