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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 | $20,950 | $89,435-76.6% | $164,975-87.3% | $77,714-73.0% |
| Participation rate | 87.7% | 78.6%+9.0pp | 78.6%+9.0pp | 70.6%+17.1pp |
| Annual return | -36.36% | 28.82%-65.2pp | 70.12%-106.5pp | 31.26%-67.6pp |
| Employer contribution / active EE | $9,499 | $2,563+270.6% | $4,343+118.7% | $2,727+248.4% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,688-100.0% | $433-100.0% |