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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 | $24,095 | $100,801-76.1% | $149,730-83.9% | $73,412-67.2% |
| Participation rate | 98.2% | 77.7%+20.5pp | 82.5%+15.7pp | 72.2%+26.0pp |
| Annual return | -10.99% | 265.34%-276.3pp | 276.70%-287.7pp | 59.30%-70.3pp |
| Employer contribution / active EE | $3,739 | $3,312+12.9% | $4,645-19.5% | $2,234+67.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-99.8% | $9,310-100.0% | $158-99.8% |