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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 | $20,134 | $91,372-78.0% | $130,045-84.5% | $74,460-73.0% |
| Participation rate | 97.2% | 77.8%+19.4pp | 78.5%+18.7pp | 70.7%+26.4pp |
| Annual return | -47.70% | 23.21%-70.9pp | -137.30%+89.6pp | 34.38%-82.1pp |
| Employer contribution / active EE | $10,051 | $2,563+292.1% | $4,321+132.6% | $2,638+281.0% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,600-100.0% | $348-100.0% |